AE Wealth Management’s Vulcan Materials VMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,925
| Closed | -$650K | – | 1965 |
|
|
2023
Q4 | $650K | Buy |
2,925
+1
| +0% | +$222 | ﹤0.01% | 1312 |
|
|
2023
Q3 | $591K | Buy |
2,924
+147
| +5% | +$29.7K | ﹤0.01% | 1290 |
|
|
2023
Q2 | $626K | Sell |
2,777
-164
| -6% | -$37K | ﹤0.01% | 1271 |
|
|
2023
Q1 | $504K | Buy |
2,941
+42
| +1% | +$7.2K | ﹤0.01% | 1349 |
|
|
2022
Q4 | $508K | Sell |
2,899
-439
| -13% | -$76.9K | ﹤0.01% | 1309 |
|
|
2022
Q3 | $526K | Sell |
3,338
-41,164
| -92% | -$6.49M | ﹤0.01% | 1233 |
|
|
2022
Q2 | $6.32M | Buy |
44,502
+15,856
| +55% | +$2.25M | 0.05% | 371 |
|
|
2022
Q1 | $5.26M | Buy |
28,646
+8,866
| +45% | +$1.63M | 0.04% | 425 |
|
|
2021
Q4 | $4.11M | Buy |
19,780
+17,332
| +708% | +$3.6M | 0.03% | 469 |
|
|
2021
Q3 | $414K | Sell |
2,448
-1,216
| -33% | -$206K | ﹤0.01% | 1245 |
|
|
2021
Q2 | $638K | Buy |
3,664
+1,449
| +65% | +$252K | 0.01% | 1038 |
|
|
2021
Q1 | $374K | Sell |
2,215
-6,021
| -73% | -$1.02M | ﹤0.01% | 1167 |
|
|
2020
Q4 | $1.22M | Sell |
8,236
-5,716
| -41% | -$847K | 0.01% | 651 |
|
|
2020
Q3 | $1.89M | Buy |
13,952
+11,709
| +522% | +$1.59M | 0.03% | 435 |
|
|
2020
Q2 | $260K | Buy |
2,243
+27
| +1% | +$3.13K | ﹤0.01% | 1067 |
|
|
2020
Q1 | $239K | Sell |
2,216
-91
| -4% | -$9.82K | 0.01% | 947 |
|
|
2019
Q4 | $332K | Buy |
2,307
+136
| +6% | +$19.6K | 0.01% | 865 |
|
|
2019
Q3 | $328K | Sell |
2,171
-210
| -9% | -$31.7K | 0.01% | 752 |
|
|
2019
Q2 | $327K | Buy |
+2,381
| New | +$327K | 0.01% | 722 |
|