BFS
Bard Financial Services’s Vulcan Materials VMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
4,700
-500
| -10% | -$130K | 0.15% | 108 |
|
|
2025
Q1 | $1.21M | Sell |
5,200
-315
| -6% | -$73.5K | 0.15% | 106 |
|
|
2024
Q4 | $1.42M | Hold |
5,515
| – | – | 0.17% | 99 |
|
|
2024
Q3 | $1.38M | Sell |
5,515
-300
| -5% | -$75.1K | 0.16% | 98 |
|
|
2024
Q2 | $1.45M | Sell |
5,815
-275
| -5% | -$68.4K | 0.15% | 101 |
|
|
2024
Q1 | $1.66M | Hold |
6,090
| – | – | 0.18% | 99 |
|
|
2023
Q4 | $1.38M | Sell |
6,090
-225
| -4% | -$51.1K | 0.16% | 102 |
|
|
2023
Q3 | $1.28M | Hold |
6,315
| – | – | 0.16% | 102 |
|
|
2023
Q2 | $1.42M | Hold |
6,315
| – | – | 0.11% | 140 |
|
|
2023
Q1 | $1.08M | Hold |
6,315
| – | – | 0.09% | 167 |
|
|
2022
Q4 | $1.11M | Sell |
6,315
-425
| -6% | -$74.4K | 0.09% | 153 |
|
|
2022
Q3 | $1.06M | Hold |
6,740
| – | – | 0.1% | 151 |
|
|
2022
Q2 | $958K | Hold |
6,740
| – | – | 0.09% | 157 |
|
|
2022
Q1 | $1.24M | Hold |
6,740
| – | – | 0.1% | 138 |
|
|
2021
Q4 | $1.4M | Hold |
6,740
| – | – | 0.11% | 126 |
|
|
2021
Q3 | $1.14M | Hold |
6,740
| – | – | 0.1% | 136 |
|
|
2021
Q2 | $1.17M | Buy |
6,740
+125
| +2% | +$21.8K | 0.1% | 133 |
|
|
2021
Q1 | $1.12M | Buy |
6,615
+600
| +10% | +$101K | 0.11% | 131 |
|
|
2020
Q4 | $892K | Buy |
+6,015
| New | +$892K | 0.09% | 142 |
|