LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Veralto VLTO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $47.8M | Sell |
473,883
-15,674
| -3% | -$1.58M | 0.42% | 45 |
|
2025
Q1 | $44.3M | Sell |
489,557
-36,461
| -7% | -$3.3M | 0.43% | 45 |
|
2024
Q4 | $54.3M | Buy |
526,018
+13,887
| +3% | +$1.43M | 0.47% | 45 |
|
2024
Q3 | $54.2M | Sell |
512,131
-3,167
| -0.6% | -$335K | 0.48% | 45 |
|
2024
Q2 | $51.1M | Sell |
515,298
-30,720
| -6% | -$3.05M | 0.47% | 48 |
|
2024
Q1 | $49.8M | Sell |
546,018
-76,944
| -12% | -$7.02M | 0.5% | 44 |
|
2023
Q4 | $47.8M | Sell |
622,962
-20,274
| -3% | -$1.55M | 0.47% | 45 |
|
2023
Q3 | $45.2M | Buy |
+643,236
| New | +$45.2M | 0.51% | 43 |
|