Kestra Private Wealth Services’s Veralto VLTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Sell |
11,893
-1,022
| -8% | -$103K | 0.02% | 668 |
|
|
2025
Q1 | $1.26M | Buy |
12,915
+634
| +5% | +$61.8K | 0.02% | 597 |
|
|
2024
Q4 | $1.25M | Buy |
12,281
+2,271
| +23% | +$231K | 0.02% | 566 |
|
|
2024
Q3 | $1.12M | Buy |
10,010
+7,013
| +234% | +$784K | 0.02% | 581 |
|
|
2024
Q2 | $286K | Sell |
2,997
-636
| -18% | -$60.7K | 0.01% | 1066 |
|
|
2024
Q1 | $322K | Sell |
3,633
-1,084
| -23% | -$96.1K | 0.01% | 985 |
|
|
2023
Q4 | $388K | Buy |
+4,717
| New | +$388K | 0.01% | 837 |
|