Klein Pavlis & Peasley Financial’s Vontier VNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-37,000
Closed -$1.22M 83
2025
Q1
$1.22M Buy
37,000
+300
+0.8% +$9.87K 0.88% 41
2024
Q4
$1.34M Buy
36,700
+1,400
+4% +$51.1K 1.08% 30
2024
Q3
$1.19M Buy
35,300
+1,300
+4% +$43.9K 0.95% 39
2024
Q2
$1.3M Sell
34,000
-8,800
-21% -$336K 1.15% 34
2024
Q1
$1.94M Sell
42,800
-1,300
-3% -$59K 1.75% 18
2023
Q4
$1.52M Buy
+44,100
New +$1.52M 1.42% 23