AllGen Financial Advisors’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 | $201K | Buy |
+770
| New | +$201K | 0.05% | 41 |
|
|
2024
Q2 | – | Sell |
-770
| Closed | -$210K | – | 42 |
|
|
2024
Q1 | $210K | Buy |
+770
| New | +$210K | 0.09% | 37 |
|
|
2023
Q3 | – | Sell |
-960
| Closed | -$216K | – | 35 |
|
|
2023
Q2 | $216K | Buy |
+960
| New | +$216K | 0.14% | 34 |
|
|
2023
Q1 | – | Sell |
-1,225
| Closed | -$215K | – | 37 |
|
|
2022
Q4 | $215K | Buy |
+1,225
| New | +$215K | 0.15% | 35 |
|
|
2022
Q2 | – | Sell |
-1,225
| Closed | -$225K | – | 40 |
|
|
2022
Q1 | $225K | Hold |
1,225
| – | – | 0.19% | 34 |
|
|
2021
Q4 | $254K | Hold |
1,225
| – | – | 0.19% | 36 |
|
|
2021
Q3 | $207K | Hold |
1,225
| – | – | 0.17% | 33 |
|
|
2021
Q2 | $213K | Buy |
+1,225
| New | +$213K | 0.16% | 33 |
|