WWP
WR Wealth Planners’s Veralto VLTO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $965K | Sell |
9,471
-1,114
| -11% | -$113K | 0.31% | 48 |
|
2024
Q3 | $1.18M | Buy |
10,585
+289
| +3% | +$32.3K | 0.33% | 50 |
|
2024
Q2 | $983K | Buy |
10,296
+443
| +4% | +$42.3K | 0.3% | 49 |
|
2024
Q1 | $874K | Buy |
9,853
+629
| +7% | +$55.8K | 0.27% | 53 |
|
2023
Q4 | $759K | Buy |
+9,224
| New | +$759K | 0.28% | 61 |
|