Montag & Associates’s Veralto VLTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Sell |
3,333
-41
| -1% | -$4.14K | 0.02% | 343 |
|
|
2025
Q1 | $329K | Sell |
3,374
-246
| -7% | -$24K | 0.02% | 353 |
|
|
2024
Q4 | $369K | Sell |
3,620
-1,238
| -25% | -$126K | 0.02% | 341 |
|
|
2024
Q3 | $544K | Sell |
4,858
-11
| -0.2% | -$1.23K | 0.03% | 314 |
|
|
2024
Q2 | $465K | Sell |
4,869
-907
| -16% | -$86.7K | 0.02% | 315 |
|
|
2024
Q1 | $513K | Sell |
5,776
-1,499
| -21% | -$133K | 0.03% | 320 |
|
|
2023
Q4 | $599K | Buy |
+7,275
| New | +$599K | 0.03% | 281 |
|