Chicago Trust’s Valmont Industries VMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-670
| Closed | -$205K | – | 381 |
|
|
2024
Q4 | $205K | Buy |
+670
| New | +$205K | 0.04% | 339 |
|
|
2024
Q1 | – | Sell |
-1,210
| Closed | -$283K | – | 300 |
|
|
2023
Q4 | $283K | Sell |
1,210
-281
| -19% | -$65.6K | 0.06% | 235 |
|
|
2023
Q3 | $358K | Buy |
1,491
+106
| +8% | +$25.5K | 0.09% | 199 |
|
|
2023
Q2 | $403K | Sell |
1,385
-350
| -20% | -$102K | 0.1% | 191 |
|
|
2023
Q1 | $554K | Hold |
1,735
| – | – | 0.14% | 159 |
|
|
2022
Q4 | $574K | Hold |
1,735
| – | – | 0.14% | 156 |
|
|
2022
Q3 | $466K | Hold |
1,735
| – | – | 0.12% | 170 |
|
|
2022
Q2 | $390K | Hold |
1,735
| – | – | 0.1% | 193 |
|
|
2022
Q1 | $414K | Buy |
+1,735
| New | +$414K | 0.09% | 210 |
|