WRPWM
Werba Rubin Papier Wealth Management’s Valvoline VVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Sell |
6,318
-3
| -0% | -$114 | 0.05% | 187 |
|
|
2025
Q1 | $220K | Buy |
6,321
+7
| +0.1% | +$244 | 0.05% | 172 |
|
|
2024
Q4 | $228K | Sell |
6,314
-8
| -0.1% | -$289 | 0.05% | 162 |
|
|
2024
Q3 | $265K | Buy |
6,322
+8
| +0.1% | +$335 | 0.06% | 140 |
|
|
2024
Q2 | $273K | Hold |
6,314
| – | – | 0.08% | 125 |
|
|
2024
Q1 | $281K | Hold |
6,314
| – | – | 0.08% | 109 |
|
|
2023
Q4 | $237K | Sell |
6,314
-54
| -0.8% | -$2.03K | 0.08% | 98 |
|
|
2023
Q3 | $205K | Hold |
6,368
| – | – | 0.07% | 111 |
|
|
2023
Q2 | $239K | Hold |
6,368
| – | – | 0.08% | 98 |
|
|
2023
Q1 | $222K | Hold |
6,368
| – | – | 0.09% | 92 |
|
|
2022
Q4 | $208K | Buy |
+6,368
| New | +$208K | 0.09% | 93 |
|