Sequoia Financial Advisors’s Valvoline VVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Buy |
+5,807
| New | +$220K | ﹤0.01% | 1420 |
|
|
2025
Q1 | – | Sell |
-6,359
| Closed | -$230K | – | 1450 |
|
|
2024
Q4 | $230K | Sell |
6,359
-77
| -1% | -$2.79K | ﹤0.01% | 1147 |
|
|
2024
Q3 | $269K | Sell |
6,436
-2,858
| -31% | -$120K | ﹤0.01% | 1021 |
|
|
2024
Q2 | $401K | Buy |
9,294
+3,219
| +53% | +$139K | ﹤0.01% | 773 |
|
|
2024
Q1 | $271K | Sell |
6,075
-21
| -0.3% | -$936 | ﹤0.01% | 904 |
|
|
2023
Q4 | $229K | Buy |
+6,096
| New | +$229K | ﹤0.01% | 1040 |
|