EWM
Evercore Wealth Management’s Veralto VLTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,036
| Closed | -$228K | – | 438 |
|
|
2024
Q3 | $228K | Sell |
2,036
-244
| -11% | -$27.3K | ﹤0.01% | 380 |
|
|
2024
Q2 | $218K | Sell |
2,280
-3,488
| -60% | -$333K | ﹤0.01% | 385 |
|
|
2024
Q1 | $511K | Sell |
5,768
-577
| -9% | -$51.2K | 0.01% | 281 |
|
|
2023
Q4 | $522K | Buy |
+6,345
| New | +$522K | 0.01% | 278 |
|