Concord Wealth Partners’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 | – | Sell |
-125
| Closed | -$35.7K | – | 762 |
|
|
2025
Q4 | $35.7K | Buy |
+125
| New | +$36.7K | ﹤0.01% | 370 |
|
|
2025
Q3 | – | Sell |
-125
| Closed | -$32.6K | – | 886 |
|
|
2025
Q2 | $32.6K | Buy |
+125
| New | +$32.1K | ﹤0.01% | 395 |
|
|
2025
Q1 | – | Sell |
-16
| Closed | -$4.12K | – | 979 |
|
|
2024
Q4 | $4.12K | Sell |
16
-125
| -89% | -$33.6K | ﹤0.01% | 627 |
|
|
2024
Q3 | $35.3K | Buy |
+141
| New | +$35K | 0.01% | 386 |
|
|
2024
Q2 | – | Sell |
-125
| Closed | -$34.1K | – | 914 |
|
|
2024
Q1 | $34.1K | Buy |
+125
| New | +$30.8K | 0.01% | 413 |
|
|
2023
Q4 | – | Sell |
-125
| Closed | -$25.3K | – | 1029 |
|
|
2023
Q3 | $25.3K | Hold |
125
| – | – | 0.01% | 477 |
|
|
2023
Q2 | $28.2K | Hold |
125
| – | – | 0.01% | 453 |
|
|
2023
Q1 | $21.4K | Hold |
125
| – | – | 0.01% | 479 |
|
|
2022
Q4 | $21.9K | Buy |
+125
| New | +$21.4K | 0.01% | 514 |
|
|
2022
Q3 | – | Sell |
-125
| Closed | -$18K | – | 1115 |
|
|
2022
Q2 | $18K | Hold |
125
| – | – | ﹤0.01% | 567 |
|
|
2022
Q1 | $23K | Hold |
125
| – | – | 0.01% | 608 |
|
|
2021
Q4 | $26K | Hold |
125
| – | – | 0.01% | 590 |
|
|
2021
Q3 | $21K | Hold |
125
| – | – | 0.01% | 369 |
|
|
2021
Q2 | $22K | Sell |
125
-3
| -2% | -$536 | 0.01% | 486 |
|
|
2021
Q1 | $22K | Buy |
128
+3
| +2% | +$486 | 0.01% | 466 |
|
|
2020
Q4 | $19K | Buy |
+125
| New | +$17.8K | 0.01% | 317 |
|
Other funds holding VMC
VCM
VPM
