RSWM
Robertson Stephens Wealth Management’s Veralto VLTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Sell |
2,888
-73
| -2% | -$7.38K | 0.01% | 458 |
|
|
2025
Q1 | $289K | Sell |
2,961
-850
| -22% | -$82.9K | 0.01% | 452 |
|
|
2024
Q4 | $389K | Sell |
3,811
-503
| -12% | -$51.3K | 0.01% | 411 |
|
|
2024
Q3 | $483K | Sell |
4,314
-1,578
| -27% | -$177K | 0.02% | 419 |
|
|
2024
Q2 | $563K | Sell |
5,892
-1,251
| -18% | -$120K | 0.03% | 317 |
|
|
2024
Q1 | $634K | Sell |
7,143
-114
| -2% | -$10.1K | 0.03% | 300 |
|
|
2023
Q4 | $598K | Sell |
7,257
-54
| -0.7% | -$4.45K | 0.04% | 281 |
|
|
2023
Q3 | $622K | Buy |
+7,311
| New | +$622K | 0.04% | 270 |
|