Congress Wealth Management’s Valmont Industries VMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.38M | Buy |
16,482
+2,426
| +17% | +$792K | 0.05% | 366 |
|
|
2025
Q1 | $4.01M | Buy |
14,056
+3,085
| +28% | +$880K | 0.05% | 363 |
|
|
2024
Q4 | $3.36M | Sell |
10,971
-751
| -6% | -$230K | 0.05% | 339 |
|
|
2024
Q3 | $3.4M | Buy |
11,722
+273
| +2% | +$79.2K | 0.05% | 348 |
|
|
2024
Q2 | $3.14M | Sell |
11,449
-16,224
| -59% | -$4.45M | 0.05% | 298 |
|
|
2024
Q1 | $6.32M | Buy |
27,673
+2,909
| +12% | +$664K | 0.11% | 205 |
|
|
2023
Q4 | $5.78M | Sell |
24,764
-149
| -0.6% | -$34.8K | 0.11% | 210 |
|
|
2023
Q3 | $5.98M | Buy |
24,913
+1,253
| +5% | +$301K | 0.12% | 192 |
|
|
2023
Q2 | $6.89M | Buy |
23,660
+262
| +1% | +$76.3K | 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% | -$422K | 0.19% | 152 |
|
|
2022
Q3 | $6.42M | Buy |
23,906
+553
| +2% | +$149K | 0.17% | 162 |
|
|
2022
Q2 | $5.25M | Sell |
23,353
-516
| -2% | -$116K | 0.13% | 177 |
|
|
2022
Q1 | $5.7M | Buy |
23,869
+1,530
| +7% | +$365K | 0.12% | 187 |
|
|
2021
Q4 | $5.6M | Buy |
+22,339
| New | +$5.6M | 0.11% | 206 |
|