Congress Wealth Management’s Valmont Industries VMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.38M	Buy	16,482 +2,426	+17%	+$744K	0.05%	366
2025 Q1	$4.01M	Buy	14,056 +3,085	+28%	+$1.01M	0.05%	363
2024 Q4	$3.36M	Sell	10,971 -751	-6%	-$242K	0.05%	339
2024 Q3	$3.4M	Buy	11,722 +273	+2%	+$76.5K	0.05%	348
2024 Q2	$3.14M	Sell	11,449 -16,224	-59%	-$3.96M	0.05%	298
2024 Q1	$6.32M	Buy	27,673 +2,909	+12%	+$651K	0.11%	205
2023 Q4	$5.78M	Sell	24,764 -149	-0.6%	-$32.8K	0.11%	210
2023 Q3	$5.98M	Buy	24,913 +1,253	+5%	+$322K	0.12%	192
2023 Q2	$6.89M	Buy	23,660 +262	+1%	+$75.7K	0.16%	161
2023 Q1	$7.47M	Buy	23,398 +768	+3%	+$245K	0.18%	152
2022 Q4	$7.48M	Sell	22,630 -1,276	-5%	-$405K	0.19%	152
2022 Q3	$6.42M	Buy	23,906 +553	+2%	+$146K	0.17%	162
2022 Q2	$5.25M	Sell	23,353 -516	-2%	-$126K	0.13%	177
2022 Q1	$5.7M	Buy	23,869 +1,530	+7%	+$348K	0.12%	187
2021 Q4	$5.6M	Buy	+22,339	New	+$5.47M	0.11%	207