Bartlett & Co 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 | $2.44M | Sell |
9,356
-50
| -0.5% | -$13K | 0.03% | 176 |
|
2025
Q1 | $2.19M | Buy |
9,406
+71
| +0.8% | +$16.6K | 0.03% | 182 |
|
2024
Q4 | $2.4M | Hold |
9,335
| – | – | 0.03% | 181 |
|
2024
Q3 | $2.34M | Sell |
9,335
-130
| -1% | -$32.6K | 0.03% | 188 |
|
2024
Q2 | $2.35M | Hold |
9,465
| – | – | 0.04% | 181 |
|
2024
Q1 | $2.58M | Sell |
9,465
-1,250
| -12% | -$341K | 0.04% | 177 |
|
2023
Q4 | $2.42M | Buy |
10,715
+965
| +10% | +$218K | 0.04% | 189 |
|
2023
Q3 | $1.97M | Hold |
9,750
| – | – | 0.04% | 196 |
|
2023
Q2 | $2.2M | Buy |
9,750
+745
| +8% | +$168K | 0.04% | 194 |
|
2023
Q1 | $1.54M | Buy |
9,005
+1,200
| +15% | +$206K | 0.03% | 195 |
|
2022
Q4 | $1.37M | Sell |
7,805
-30
| -0.4% | -$5.25K | 0.03% | 204 |
|
2022
Q3 | $1.24M | Sell |
7,835
-48
| -0.6% | -$7.57K | 0.03% | 201 |
|
2022
Q2 | $1.12M | Buy |
7,883
+78
| +1% | +$11.1K | 0.02% | 210 |
|
2022
Q1 | $1.43M | Hold |
7,805
| – | – | 0.03% | 203 |
|
2021
Q4 | $1.62M | Buy |
7,805
+7,750
| +14,091% | +$1.61M | 0.03% | 199 |
|
2021
Q3 | $9.3K | Hold |
55
| – | – | ﹤0.01% | 710 |
|
2021
Q2 | $9.57K | Hold |
55
| – | – | ﹤0.01% | 696 |
|
2021
Q1 | $9.28K | Sell |
55
-3
| -5% | -$506 | ﹤0.01% | 736 |
|
2020
Q4 | $8.6K | Buy |
58
+3
| +5% | +$445 | ﹤0.01% | 746 |
|
2020
Q3 | $7.46K | Hold |
55
| – | – | ﹤0.01% | 703 |
|
2020
Q2 | $6.37K | Hold |
55
| – | – | ﹤0.01% | 716 |
|
2020
Q1 | $5.94K | Hold |
55
| – | – | ﹤0.01% | 710 |
|
2019
Q4 | $7.92K | Hold |
55
| – | – | ﹤0.01% | 742 |
|
2019
Q3 | $8.32K | Buy |
+55
| New | +$8.32K | ﹤0.01% | 750 |
|
2019
Q2 | – | Sell |
-5
| Closed | -$592 | – | 814 |
|
2019
Q1 | $592 | Buy |
+5
| New | +$592 | ﹤0.01% | 706 |
|