1248 Management’s Vulcan Materials VMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.11M	Hold	4,274	–	–	0.41%	45
2025 Q1	$997K	Sell	4,274 -591	-12%	-$138K	0.43%	43
2024 Q4	$1.25M	Buy	+4,865	New	+$1.25M	0.54%	38