Williams Jones Wealth Management’s Veralto VLTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Sell |
112,380
-20,544
| -15% | -$2.07M | 0.14% | 91 |
|
|
2025
Q1 | $13M | Buy |
132,924
+9,422
| +8% | +$918K | 0.17% | 83 |
|
|
2024
Q4 | $12.6M | Buy |
123,502
+30,499
| +33% | +$3.11M | 0.15% | 91 |
|
|
2024
Q3 | $10.4M | Buy |
93,003
+40,580
| +77% | +$4.54M | 0.12% | 107 |
|
|
2024
Q2 | $5M | Buy |
52,423
+41,641
| +386% | +$3.98M | 0.06% | 133 |
|
|
2024
Q1 | $956K | Sell |
10,782
-30,302
| -74% | -$2.69M | 0.01% | 266 |
|
|
2023
Q4 | $3.38M | Buy |
+41,084
| New | +$3.38M | 0.05% | 149 |
|