BOK Financial Private Wealth’s Vulcan Materials VMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$272K	Sell	1,000 -176	-15%	-$51.8K	0.02%	164
2025 Q4	$335K	Buy	1,176 +176	+18%	+$51.6K	0.02%	154
2025 Q3	$308K	Hold	1,000	–	–	0.02%	147
2025 Q2	$261K	Hold	1,000	–	–	0.02%	157
2025 Q1	$233K	Sell	1,000 -1,002	-50%	-$254K	0.02%	162
2024 Q4	$515K	Buy	2,002 +2	+0.1%	+$538	0.04%	124
2024 Q3	$501K	Hold	2,000	–	–	0.04%	131
2024 Q2	$497K	Hold	2,000	–	–	0.04%	131
2024 Q1	$546K	Hold	2,000	–	–	0.04%	126
2023 Q4	$454K	Hold	2,000	–	–	0.04%	129
2023 Q3	$404K	Hold	2,000	–	–	0.04%	132
2023 Q2	$451K	Sell	2,000 -2,800	-58%	-$537K	0.04%	129
2023 Q1	$823K	Hold	4,800	–	–	0.07%	107
2022 Q4	$841K	Hold	4,800	–	–	0.07%	108
2022 Q3	$757K	Hold	4,800	–	–	0.07%	111
2022 Q2	$682K	Sell	4,800 -566	-11%	-$93.5K	0.06%	115
2022 Q1	$986K	Buy	5,366 +103	+2%	+$19.2K	0.07%	132
2021 Q4	$1.09M	Buy	+5,263	New	+$1.02M	0.08%	128