AOWM

Alpha Omega Wealth Management’s Vulcan Materials VMC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.14M	Buy	4,356 +20	+0.5%	+$5.22K	0.2%	110
2025 Q1	$1.01M	Buy	4,336 +46	+1%	+$10.7K	0.19%	112
2024 Q4	$1.1M	Hold	4,290	–	–	0.21%	105
2024 Q3	$1.07M	Sell	4,290 -50	-1%	-$12.5K	0.2%	108
2024 Q2	$1.08M	Hold	4,340	–	–	0.21%	108
2024 Q1	$1.18M	Sell	4,340 -96	-2%	-$26.2K	0.22%	103
2023 Q4	$1.01M	Sell	4,436 -290	-6%	-$65.8K	0.17%	110
2023 Q3	$955K	Hold	4,726	–	–	0.16%	111
2023 Q2	$1.07M	Sell	4,726 -35	-0.7%	-$7.89K	0.18%	111
2023 Q1	$817K	Hold	4,761	–	–	0.14%	120
2022 Q4	$834K	Hold	4,761	–	–	0.15%	118
2022 Q3	$751K	Sell	4,761 -235	-5%	-$37.1K	0.14%	118
2022 Q2	$710K	Sell	4,996 -420	-8%	-$59.7K	0.13%	123
2022 Q1	$995K	Sell	5,416 -5	-0.1%	-$919	0.16%	112
2021 Q4	$1.08M	Buy	5,421 +100	+2%	+$19.9K	0.17%	113
2021 Q3	$900K	Hold	5,321	–	–	0.15%	117
2021 Q2	$926K	Hold	5,321	–	–	0.15%	113
2021 Q1	$898K	Hold	5,321	–	–	0.16%	112
2020 Q4	$789K	Sell	5,321 -1,505	-22%	-$223K	0.13%	115
2020 Q3	$925K	Hold	6,826	–	–	0.13%	99
2020 Q2	$791K	Sell	6,826 -195	-3%	-$22.6K	0.12%	102
2020 Q1	$759K	Hold	7,021	–	–	0.14%	99
2019 Q4	$1.01M	Buy	7,021 +113	+2%	+$16.3K	0.16%	101
2019 Q3	$943K	Buy	6,908 +5,908	+591%	+$806K	0.15%	105
2019 Q2	$137K	Hold	1,000	–	–	0.06%	162
2019 Q1	$118K	Hold	1,000	–	–	0.05%	176
2018 Q4	$99K	Hold	1,000	–	–	0.05%	179
2018 Q3	$111K	Hold	1,000	–	–	0.05%	172
2018 Q2	$129K	Hold	1,000	–	–	0.06%	156
2018 Q1	$114K	Hold	1,000	–	–	0.06%	157
2017 Q4	$128K	Hold	1,000	–	–	0.06%	155
2017 Q3	$120K	Hold	1,000	–	–	0.06%	160
2017 Q2	$127K	Hold	1,000	–	–	0.07%	156
2017 Q1	$120K	Sell	1,000 -20	-2%	-$2.4K	0.06%	158
2016 Q4	$128K	Buy	+1,020	New	+$128K	0.07%	159