BSW Wealth Partners’s Vulcan Materials VMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,487
| Closed | -$383K | – | 330 |
|
|
2024
Q4 | $383K | Buy |
1,487
+63
| +4% | +$16.2K | 0.06% | 193 |
|
|
2024
Q3 | $357K | Buy |
1,424
+156
| +12% | +$39.1K | 0.05% | 200 |
|
|
2024
Q2 | $315K | Buy |
1,268
+127
| +11% | +$31.6K | 0.05% | 200 |
|
|
2024
Q1 | $311K | Buy |
+1,141
| New | +$311K | 0.05% | 220 |
|