Creative Planning’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 | $2.75M | Sell |
8,425
-564
| -6% | -$184K | ﹤0.01% | 1087 |
|
|
2025
Q1 | $2.57M | Buy |
8,989
+197
| +2% | +$56.2K | ﹤0.01% | 1018 |
|
|
2024
Q4 | $2.7M | Sell |
8,792
-138
| -2% | -$42.3K | ﹤0.01% | 953 |
|
|
2024
Q3 | $2.59M | Buy |
8,930
+8
| +0.1% | +$2.32K | ﹤0.01% | 934 |
|
|
2024
Q2 | $2.45M | Buy |
8,922
+45
| +0.5% | +$12.4K | ﹤0.01% | 902 |
|
|
2024
Q1 | $2.03M | Sell |
8,877
-186
| -2% | -$42.5K | ﹤0.01% | 948 |
|
|
2023
Q4 | $2.12M | Sell |
9,063
-14
| -0.2% | -$3.27K | ﹤0.01% | 897 |
|
|
2023
Q3 | $2.18M | Buy |
9,077
+46
| +0.5% | +$11.1K | ﹤0.01% | 819 |
|
|
2023
Q2 | $2.63M | Sell |
9,031
-116
| -1% | -$33.8K | ﹤0.01% | 711 |
|
|
2023
Q1 | $2.92M | Sell |
9,147
-114
| -1% | -$36.4K | ﹤0.01% | 648 |
|
|
2022
Q4 | $3.06M | Buy |
9,261
+218
| +2% | +$72.1K | ﹤0.01% | 609 |
|
|
2022
Q3 | $2.43M | Buy |
9,043
+356
| +4% | +$95.6K | ﹤0.01% | 630 |
|
|
2022
Q2 | $1.95M | Buy |
8,687
+261
| +3% | +$58.6K | ﹤0.01% | 724 |
|
|
2022
Q1 | $2.01M | Buy |
8,426
+1
| +0% | +$239 | ﹤0.01% | 721 |
|
|
2021
Q4 | $2.11M | Buy |
8,425
+516
| +7% | +$129K | ﹤0.01% | 672 |
|
|
2021
Q3 | $1.86M | Hold |
7,909
| – | – | ﹤0.01% | 706 |
|
|
2021
Q2 | $1.87M | Sell |
7,909
-292
| -4% | -$68.9K | ﹤0.01% | 707 |
|
|
2021
Q1 | $1.95M | Buy |
8,201
+1
| +0% | +$238 | ﹤0.01% | 731 |
|
|
2020
Q4 | $1.44M | Buy |
8,200
+728
| +10% | +$127K | ﹤0.01% | 788 |
|
|
2020
Q3 | $928K | Sell |
7,472
-82
| -1% | -$10.2K | ﹤0.01% | 826 |
|
|
2020
Q2 | $858K | Sell |
7,554
-449
| -6% | -$51K | ﹤0.01% | 789 |
|
|
2020
Q1 | $848K | Buy |
8,003
+747
| +10% | +$79.2K | ﹤0.01% | 709 |
|
|
2019
Q4 | $1.09M | Sell |
7,256
-448
| -6% | -$67.1K | ﹤0.01% | 748 |
|
|
2019
Q3 | $1.07M | Buy |
7,704
+306
| +4% | +$42.4K | ﹤0.01% | 722 |
|
|
2019
Q2 | $938K | Buy |
7,398
+1
| +0% | +$127 | ﹤0.01% | 776 |
|
|
2019
Q1 | $962K | Sell |
7,397
-34
| -0.5% | -$4.42K | ﹤0.01% | 746 |
|
|
2018
Q4 | $824K | Sell |
7,431
-1,757
| -19% | -$195K | ﹤0.01% | 743 |
|
|
2018
Q3 | $1.27M | Buy |
9,188
+201
| +2% | +$27.8K | ﹤0.01% | 656 |
|
|
2018
Q2 | $1.36M | Sell |
8,987
-12
| -0.1% | -$1.81K | 0.01% | 585 |
|
|
2018
Q1 | $1.32M | Buy |
8,999
+14
| +0.2% | +$2.05K | 0.01% | 589 |
|
|
2017
Q4 | $1.49M | Buy |
8,985
+401
| +5% | +$66.5K | 0.01% | 539 |
|
|
2017
Q3 | $1.36M | Hold |
8,584
| – | – | 0.01% | 582 |
|
|
2017
Q2 | $1.28M | Hold |
8,584
| – | – | 0.01% | 581 |
|
|
2017
Q1 | $1.34M | Hold |
8,584
| – | – | 0.01% | 562 |
|
|
2016
Q4 | $1.21M | Buy |
8,584
+25
| +0.3% | +$3.52K | 0.01% | 559 |
|
|
2016
Q3 | $1.15M | Sell |
8,559
-3,055
| -26% | -$411K | 0.01% | 542 |
|
|
2016
Q2 | $1.57M | Buy |
11,614
+1,225
| +12% | +$166K | 0.01% | 395 |
|
|
2016
Q1 | $1.29M | Buy |
10,389
+54
| +0.5% | +$6.69K | 0.01% | 427 |
|
|
2015
Q4 | $1.1M | Sell |
10,335
-3,804
| -27% | -$403K | 0.01% | 480 |
|
|
2015
Q3 | $1.34M | Buy |
14,139
+160
| +1% | +$15.2K | 0.01% | 394 |
|
|
2015
Q2 | $1.66M | Buy |
13,979
+475
| +4% | +$56.5K | 0.02% | 333 |
|
|
2015
Q1 | $1.66M | Sell |
13,504
-569
| -4% | -$69.9K | 0.02% | 323 |
|
|
2014
Q4 | $1.79M | Buy |
14,073
+450
| +3% | +$57.1K | 0.02% | 297 |
|
|
2014
Q3 | $1.84M | Buy |
13,623
+51
| +0.4% | +$6.88K | 0.02% | 260 |
|
|
2014
Q2 | $2.06M | Buy |
13,572
+350
| +3% | +$53.2K | 0.03% | 223 |
|
|
2014
Q1 | $1.97M | Buy |
13,222
+368
| +3% | +$54.8K | 0.03% | 201 |
|
|
2013
Q4 | $1.92M | Buy |
12,854
+5,753
| +81% | +$858K | 0.03% | 187 |
|
|
2013
Q3 | $986K | Hold |
7,101
| – | – | 0.02% | 267 |
|
|
2013
Q2 | $1.02M | Buy |
+7,101
| New | +$1.02M | 0.02% | 230 |
|