LWAM
Legacy Wealth Asset Management’s Valvoline VVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Buy |
6,031
+166
| +3% | +$6.29K | 0.06% | 335 |
|
|
2025
Q1 | $204K | Sell |
5,865
-2,767
| -32% | -$96.3K | 0.06% | 331 |
|
|
2024
Q4 | $312K | Sell |
8,632
-349
| -4% | -$12.6K | 0.09% | 304 |
|
|
2024
Q3 | $376K | Buy |
8,981
+1,575
| +21% | +$65.9K | 0.1% | 279 |
|
|
2024
Q2 | $320K | Sell |
7,406
-6
| -0.1% | -$259 | 0.09% | 288 |
|
|
2024
Q1 | $330K | Buy |
7,412
+108
| +1% | +$4.81K | 0.09% | 286 |
|
|
2023
Q4 | $274K | Buy |
+7,304
| New | +$274K | 0.09% | 301 |
|