Choate Investment Advisors’s Vulcan Materials VMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-805
| Closed | -$200K | – | 399 |
|
|
2024
Q2 | $200K | Sell |
805
-1,000
| -55% | -$249K | 0.01% | 368 |
|
|
2024
Q1 | $493K | Hold |
1,805
| – | – | 0.01% | 265 |
|
|
2023
Q4 | $410K | Buy |
1,805
+480
| +36% | +$109K | 0.01% | 268 |
|
|
2023
Q3 | $268K | Buy |
1,325
+115
| +10% | +$23.2K | 0.01% | 311 |
|
|
2023
Q2 | $273K | Hold |
1,210
| – | – | 0.01% | 248 |
|
|
2023
Q1 | $208K | Hold |
1,210
| – | – | 0.01% | 257 |
|
|
2022
Q4 | $212K | Buy |
+1,210
| New | +$212K | 0.01% | 257 |
|
|
2021
Q3 | – | Sell |
-1,220
| Closed | -$212K | – | 344 |
|
|
2021
Q2 | $212K | Buy |
1,220
+5
| +0.4% | +$869 | 0.01% | 259 |
|
|
2021
Q1 | $205K | Buy |
+1,215
| New | +$205K | 0.01% | 246 |
|