Waldron Private Wealth’s VMware, Inc VMW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,276
Closed -$212K 436
2023
Q3
$212K Buy
+1,276
New +$212K 0.01% 345
2014
Q3
Sell
-2,534
Closed -$245K 128
2014
Q2
$245K Buy
2,534
+331
+15% +$32K 0.11% 98
2014
Q1
$238K Buy
+2,203
New +$238K 0.12% 97