Baker Tilly 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
2025
Q2
$1.43M Sell
5,473
-455
-8% -$119K 0.51% 33
2025
Q1
$1.38M Buy
5,928
+213
+4% +$49.7K 0.54% 33
2024
Q4
$1.47M Buy
5,715
+622
+12% +$160K 0.58% 34
2024
Q3
$1.28M Buy
5,093
+1,402
+38% +$351K 0.56% 32
2024
Q2
$918K Sell
3,691
-64
-2% -$15.9K 0.38% 59
2024
Q1
$1.02M Sell
3,755
-79
-2% -$21.6K 0.19% 118
2023
Q4
$870K Sell
3,834
-1,179
-24% -$268K 0.14% 155
2023
Q3
$1.01M Sell
5,013
-11,608
-70% -$2.34M 0.17% 129
2023
Q2
$3.75M Buy
16,621
+940
+6% +$212K 0.39% 58
2023
Q1
$2.69M Sell
15,681
-86
-0.5% -$14.8K 0.3% 72
2022
Q4
$2.76M Buy
15,767
+3,795
+32% +$665K 0.34% 72
2022
Q3
$1.89M Sell
11,972
-721
-6% -$114K 0.26% 87
2022
Q2
$1.8M Buy
12,693
+1,915
+18% +$272K 0.24% 92
2022
Q1
$1.98M Buy
10,778
+2,319
+27% +$426K 0.22% 96
2021
Q4
$1.76M Buy
8,459
+1,739
+26% +$361K 0.19% 108
2021
Q3
$1.14M Buy
6,720
+1,451
+28% +$246K 0.15% 140
2021
Q2
$917K Buy
5,269
+837
+19% +$146K 0.15% 159
2021
Q1
$748K Buy
+4,432
New +$748K 0.15% 169