Loring Wolcott & Coolidge Fiduciary Advisors’s Vontier VNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.5K | Hold |
935
| – | – | ﹤0.01% | 416 |
|
|
2025
Q1 | $28.3K | Hold |
935
| – | – | ﹤0.01% | 420 |
|
|
2024
Q4 | $35.5K | Sell |
935
-1,480
| -61% | -$56.2K | ﹤0.01% | 425 |
|
|
2024
Q3 | $82.9K | Hold |
2,415
| – | – | ﹤0.01% | 355 |
|
|
2024
Q2 | $100K | Hold |
2,415
| – | – | ﹤0.01% | 334 |
|
|
2024
Q1 | $97K | Sell |
2,415
-60
| -2% | -$2.41K | ﹤0.01% | 334 |
|
|
2023
Q4 | $85.6K | Sell |
2,475
-3,636
| -59% | -$126K | ﹤0.01% | 365 |
|
|
2023
Q3 | $192K | Buy |
6,111
+3,369
| +123% | +$106K | ﹤0.01% | 292 |
|
|
2023
Q2 | $88.3K | Hold |
2,742
| – | – | ﹤0.01% | 378 |
|
|
2023
Q1 | $75K | Sell |
2,742
-66
| -2% | -$1.8K | ﹤0.01% | 369 |
|
|
2022
Q4 | $54.3K | Hold |
2,808
| – | – | ﹤0.01% | 392 |
|
|
2022
Q3 | $47K | Sell |
2,808
-34
| -1% | -$569 | ﹤0.01% | 417 |
|
|
2022
Q2 | $65K | Sell |
2,842
-2,100
| -42% | -$48K | ﹤0.01% | 403 |
|
|
2022
Q1 | $125K | Sell |
4,942
-511
| -9% | -$12.9K | ﹤0.01% | 353 |
|
|
2021
Q4 | $168K | Sell |
5,453
-2,458
| -31% | -$75.7K | ﹤0.01% | 334 |
|
|
2021
Q3 | $266K | Sell |
7,911
-502
| -6% | -$16.9K | ﹤0.01% | 272 |
|
|
2021
Q2 | $274K | Sell |
8,413
-4,721
| -36% | -$154K | ﹤0.01% | 280 |
|
|
2021
Q1 | $398K | Sell |
13,134
-25,385
| -66% | -$769K | ﹤0.01% | 232 |
|
|
2020
Q4 | $1.29M | Buy |
+38,519
| New | +$1.29M | 0.01% | 142 |
|