Axxcess Wealth Management’s Vulcan Materials VMC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$686K Sell
2,631
-346
-12% -$90.2K 0.02% 516
2025
Q1
$695K Sell
2,977
-1,226
-29% -$286K 0.02% 478
2024
Q4
$1.08M Sell
4,203
-122
-3% -$31.4K 0.03% 388
2024
Q3
$1.08M Buy
4,325
+1,340
+45% +$336K 0.03% 376
2024
Q2
$742K Sell
2,985
-792
-21% -$197K 0.02% 435
2024
Q1
$1.03M Buy
3,777
+1,225
+48% +$334K 0.03% 363
2023
Q4
$579K Buy
2,552
+11
+0.4% +$2.5K 0.02% 476
2023
Q3
$513K Sell
2,541
-182
-7% -$36.8K 0.02% 463
2023
Q2
$614K Sell
2,723
-46
-2% -$10.4K 0.04% 301
2023
Q1
$475K Buy
2,769
+12
+0.4% +$2.06K 0.04% 380
2022
Q4
$483K Buy
2,757
+13
+0.5% +$2.28K 0.04% 361
2022
Q3
$433K Buy
2,744
+83
+3% +$13.1K 0.04% 339
2022
Q2
$378K Buy
2,661
+1,468
+123% +$209K 0.03% 353
2022
Q1
$219K Buy
+1,193
New +$219K 0.02% 555