Montag & Associates’s Valvoline VVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.8K Hold
548
﹤0.01% 674
2025
Q1
$19.1K Hold
548
﹤0.01% 726
2024
Q4
$19.8K Hold
548
﹤0.01% 708
2024
Q3
$22.9K Hold
548
﹤0.01% 714
2024
Q2
$23.7K Hold
548
﹤0.01% 690
2024
Q1
$24.4K Hold
548
﹤0.01% 678
2023
Q4
$20.6K Hold
548
﹤0.01% 686
2023
Q3
$17.7K Hold
548
﹤0.01% 679
2023
Q2
$20.6K Hold
548
﹤0.01% 666
2023
Q1
$19.1K Hold
548
﹤0.01% 666
2022
Q4
$17.9K Hold
548
﹤0.01% 675
2022
Q3
$14K Hold
548
﹤0.01% 693
2022
Q2
$16K Hold
548
﹤0.01% 660
2022
Q1
$17K Hold
548
﹤0.01% 676
2021
Q4
$20K Hold
548
﹤0.01% 677
2021
Q3
$17K Hold
548
﹤0.01% 685
2021
Q2
$18K Hold
548
﹤0.01% 671
2021
Q1
$14K Hold
548
﹤0.01% 702
2020
Q4
$13K Buy
+548
New +$13K ﹤0.01% 689