AWM
Avior Wealth Management’s Valmont Industries VMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-212
| Closed | -$65.3K | – | 2290 |
|
|
2024
Q4 | $65.3K | Buy |
212
+56
| +36% | +$17.2K | ﹤0.01% | 1053 |
|
|
2024
Q3 | $45.3K | Buy |
156
+1
| +0.6% | +$290 | ﹤0.01% | 1154 |
|
|
2024
Q2 | $42.7K | Buy |
155
+20
| +15% | +$5.51K | ﹤0.01% | 1146 |
|
|
2024
Q1 | $31K | Buy |
135
+5
| +4% | +$1.15K | ﹤0.01% | 1426 |
|
|
2023
Q4 | $30.5K | Buy |
130
+85
| +189% | +$20K | ﹤0.01% | 817 |
|
|
2023
Q3 | $11K | Sell |
45
-85
| -65% | -$20.8K | ﹤0.01% | 1027 |
|
|
2023
Q2 | $38K | Hold |
130
| – | – | ﹤0.01% | 822 |
|
|
2023
Q1 | $41.5K | Buy |
130
+23
| +21% | +$7.35K | ﹤0.01% | 821 |
|
|
2022
Q4 | $35.6K | Hold |
107
| – | – | ﹤0.01% | 678 |
|
|
2022
Q3 | $28K | Buy |
+107
| New | +$28K | ﹤0.01% | 696 |
|
|
2020
Q4 | – | Sell |
-9
| Closed | -$1K | – | 1103 |
|
|
2020
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 896 |
|
|
2020
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 871 |
|
|
2020
Q1 | – | Sell |
-30
| Closed | -$4K | – | 901 |
|
|
2019
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 677 |
|
|
2019
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 641 |
|
|
2019
Q2 | $4K | Sell |
30
-13
| -30% | -$1.73K | ﹤0.01% | 682 |
|
|
2019
Q1 | $5K | Hold |
43
| – | – | ﹤0.01% | 573 |
|
|
2018
Q4 | $4K | Hold |
43
| – | – | ﹤0.01% | 639 |
|
|
2018
Q3 | $6K | Hold |
43
| – | – | ﹤0.01% | 624 |
|
|
2018
Q2 | $7K | Hold |
43
| – | – | ﹤0.01% | 624 |
|
|
2018
Q1 | $6K | Hold |
43
| – | – | ﹤0.01% | 625 |
|
|
2017
Q4 | $7K | Buy |
+43
| New | +$7K | ﹤0.01% | 631 |
|
|
2017
Q3 | – | Sell |
-106
| Closed | -$16K | – | 514 |
|
|
2017
Q2 | $16K | Hold |
106
| – | – | 0.01% | 276 |
|
|
2017
Q1 | $17K | Hold |
106
| – | – | 0.01% | 307 |
|
|
2016
Q4 | $15K | Sell |
106
-10
| -9% | -$1.42K | 0.01% | 307 |
|
|
2016
Q3 | $16K | Buy |
116
+1
| +0.9% | +$138 | 0.01% | 316 |
|
|
2016
Q2 | $16K | Hold |
115
| – | – | 0.01% | 306 |
|
|
2016
Q1 | $14K | Hold |
115
| – | – | 0.01% | 324 |
|
|
2015
Q4 | $12K | Buy |
115
+1
| +0.9% | +$104 | 0.01% | 302 |
|
|
2015
Q3 | $11K | Hold |
114
| – | – | 0.01% | 276 |
|
|
2015
Q2 | $14K | Buy |
114
+1
| +0.9% | +$123 | 0.01% | 246 |
|
|
2015
Q1 | $14K | Hold |
113
| – | – | 0.01% | 233 |
|
|
2014
Q4 | $14K | Hold |
113
| – | – | 0.01% | 213 |
|
|
2014
Q3 | $15K | Hold |
113
| – | – | 0.01% | 210 |
|
|
2014
Q2 | $17K | Buy |
113
+1
| +0.9% | +$150 | 0.01% | 207 |
|
|
2014
Q1 | $17K | Buy |
+112
| New | +$17K | 0.01% | 202 |
|