Colonial Trust Advisors’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 |
-46
| Closed | -$14.1K | – | 721 |
|
|
2024
Q4 | $14.1K | Hold |
46
| – | – | ﹤0.01% | 449 |
|
|
2024
Q3 | $13.3K | Sell |
46
-5
| -10% | -$1.45K | ﹤0.01% | 501 |
|
|
2024
Q2 | $14K | Hold |
51
| – | – | ﹤0.01% | 478 |
|
|
2024
Q1 | $11.6K | Hold |
51
| – | – | ﹤0.01% | 568 |
|
|
2023
Q4 | $11.9K | Hold |
51
| – | – | ﹤0.01% | 485 |
|
|
2023
Q3 | $12.3K | Buy |
51
+5
| +11% | +$1.2K | ﹤0.01% | 485 |
|
|
2023
Q2 | $13.4K | Hold |
46
| – | – | ﹤0.01% | 483 |
|
|
2023
Q1 | $14.7K | Hold |
46
| – | – | ﹤0.01% | 463 |
|
|
2022
Q4 | $15.2K | Buy |
+46
| New | +$15.2K | ﹤0.01% | 456 |
|
|
2015
Q1 | – | Sell |
-2,395
| Closed | -$304K | – | 138 |
|
|
2014
Q4 | $304K | Sell |
2,395
-5,040
| -68% | -$640K | 0.12% | 116 |
|
|
2014
Q3 | $1M | Sell |
7,435
-1,280
| -15% | -$173K | 0.31% | 76 |
|
|
2014
Q2 | $1.32M | Sell |
8,715
-735
| -8% | -$112K | 0.4% | 68 |
|
|
2014
Q1 | $1.41M | Hold |
9,450
| – | – | 0.44% | 66 |
|
|
2013
Q4 | $1.41M | Buy |
9,450
+5,310
| +128% | +$792K | 0.44% | 68 |
|
|
2013
Q3 | $575K | Buy |
+4,140
| New | +$575K | 0.19% | 84 |
|