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