EWM
Empirical Wealth Management’s Valvoline VVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,388
| Closed | -$231K | – | 715 |
|
|
2024
Q4 | $231K | Sell |
6,388
-992
| -13% | -$35.9K | 0.01% | 550 |
|
|
2024
Q3 | $309K | Hold |
7,380
| – | – | 0.01% | 456 |
|
|
2024
Q2 | $319K | Hold |
7,380
| – | – | 0.01% | 445 |
|
|
2024
Q1 | $329K | Buy |
7,380
+698
| +10% | +$31.1K | 0.01% | 420 |
|
|
2023
Q4 | $251K | Buy |
+6,682
| New | +$251K | 0.01% | 433 |
|