Jamison Private Wealth Management’s Veralto VLTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
2,373
+28
| +1% | +$2.83K | 0.03% | 181 |
|
|
2025
Q1 | $229K | Hold |
2,345
| – | – | 0.03% | 186 |
|
|
2024
Q4 | $239K | Sell |
2,345
-9
| -0.4% | -$917 | 0.04% | 190 |
|
|
2024
Q3 | $263K | Buy |
2,354
+9
| +0.4% | +$1.01K | 0.04% | 172 |
|
|
2024
Q2 | $224K | Hold |
2,345
| – | – | 0.04% | 167 |
|
|
2024
Q1 | $208K | Hold |
2,345
| – | – | 0.04% | 173 |
|
|
2023
Q4 | $193K | Buy |
+2,345
| New | +$193K | 0.04% | 169 |
|