J.W. Burns & Co’s Veralto VLTO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,512
| Closed | -$256K | – | 194 |
|
2024
Q4 | $256K | Sell |
2,512
-273
| -10% | -$27.8K | 0.03% | 173 |
|
2024
Q3 | $312K | Sell |
2,785
-504
| -15% | -$56.4K | 0.04% | 157 |
|
2024
Q2 | $314K | Sell |
3,289
-643
| -16% | -$61.4K | 0.04% | 155 |
|
2024
Q1 | $349K | Sell |
3,932
-5,616
| -59% | -$498K | 0.05% | 152 |
|
2023
Q4 | $785K | Buy |
+9,548
| New | +$785K | 0.12% | 108 |
|