Creative Planning’s Valmont Industries VMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.8M | Buy |
12,009
+702
| +6% | +$307K | ﹤0.01% | 1233 |
|
|
2025
Q4 | $4.55M | Buy |
11,307
+1,189
| +12% | +$484K | ﹤0.01% | 1072 |
|
|
2025
Q3 | $3.92M | Buy |
10,118
+1,693
| +20% | +$616K | ﹤0.01% | 1020 |
|
|
2025
Q2 | $2.75M | Sell |
8,425
-564
| -6% | -$173K | ﹤0.01% | 1090 |
|
|
2025
Q1 | $2.57M | Buy |
8,989
+197
| +2% | +$64.2K | ﹤0.01% | 1020 |
|
|
2024
Q4 | $2.7M | Sell |
8,792
-138
| -2% | -$44.5K | ﹤0.01% | 955 |
|
|
2024
Q3 | $2.59M | Buy |
8,930
+8
| +0.1% | +$2.24K | ﹤0.01% | 934 |
|
|
2024
Q2 | $2.45M | Buy |
8,922
+45
| +0.5% | +$11K | ﹤0.01% | 904 |
|
|
2024
Q1 | $2.03M | Sell |
8,877
-186
| -2% | -$41.6K | ﹤0.01% | 950 |
|
|
2023
Q4 | $2.12M | Sell |
9,063
-14
| -0.2% | -$3.08K | ﹤0.01% | 899 |
|
|
2023
Q3 | $2.18M | Buy |
9,077
+46
| +0.5% | +$11.8K | ﹤0.01% | 821 |
|
|
2023
Q2 | $2.63M | Sell |
9,031
-116
| -1% | -$33.5K | ﹤0.01% | 712 |
|
|
2023
Q1 | $2.92M | Sell |
9,147
-114
| -1% | -$36.4K | ﹤0.01% | 651 |
|
|
2022
Q4 | $3.06M | Buy |
9,261
+218
| +2% | +$69.1K | ﹤0.01% | 611 |
|
|
2022
Q3 | $2.43M | Buy |
9,043
+356
| +4% | +$94.1K | ﹤0.01% | 632 |
|
|
2022
Q2 | $1.95M | Buy |
8,687
+261
| +3% | +$63.9K | ﹤0.01% | 725 |
|
|
2022
Q1 | $2.01M | Buy |
8,426
+1
| +0% | +$227 | ﹤0.01% | 721 |
|
|
2021
Q4 | $2.11M | Buy |
8,425
+516
| +7% | +$126K | ﹤0.01% | 672 |
|
|
2021
Q3 | $1.86M | Hold |
7,909
| – | – | ﹤0.01% | 706 |
|
|
2021
Q2 | $1.87M | Sell |
7,909
-292
| -4% | -$70.7K | ﹤0.01% | 707 |
|
|
2021
Q1 | $1.95M | Buy |
8,201
+1
| +0% | +$222 | ﹤0.01% | 739 |
|
|
2020
Q4 | $1.44M | Buy |
8,200
+728
| +10% | +$113K | ﹤0.01% | 797 |
|
|
2020
Q3 | $928K | Sell |
7,472
-82
| -1% | -$10.1K | ﹤0.01% | 835 |
|
|
2020
Q2 | $858K | Sell |
7,554
-449
| -6% | -$49.8K | ﹤0.01% | 798 |
|
|
2020
Q1 | $848K | Buy |
8,003
+747
| +10% | +$96.9K | ﹤0.01% | 714 |
|
|
2019
Q4 | $1.09M | Sell |
7,256
-448
| -6% | -$63.3K | ﹤0.01% | 752 |
|
|
2019
Q3 | $1.07M | Buy |
7,704
+306
| +4% | +$41.1K | ﹤0.01% | 725 |
|
|
2019
Q2 | $938K | Buy |
7,398
+1
| +0% | +$125 | ﹤0.01% | 780 |
|
|
2019
Q1 | $962K | Sell |
7,397
-34
| -0.5% | -$4.38K | ﹤0.01% | 749 |
|
|
2018
Q4 | $824K | Sell |
7,431
-1,757
| -19% | -$219K | ﹤0.01% | 748 |
|
|
2018
Q3 | $1.27M | Buy |
9,188
+201
| +2% | +$28.3K | ﹤0.01% | 660 |
|
|
2018
Q2 | $1.35M | Sell |
8,987
-12
| -0.1% | -$1.75K | 0.01% | 589 |
|
|
2018
Q1 | $1.32M | Buy |
8,999
+14
| +0.2% | +$2.19K | 0.01% | 594 |
|
|
2017
Q4 | $1.49M | Buy |
8,985
+401
| +5% | +$65.2K | 0.01% | 543 |
|
|
2017
Q3 | $1.36M | Hold |
8,584
| – | – | 0.01% | 584 |
|
|
2017
Q2 | $1.28M | Hold |
8,584
| – | – | 0.01% | 584 |
|
|
2017
Q1 | $1.33M | Hold |
8,584
| – | – | 0.01% | 565 |
|
|
2016
Q4 | $1.21M | Buy |
8,584
+25
| +0.3% | +$3.47K | 0.01% | 560 |
|
|
2016
Q3 | $1.15M | Sell |
8,559
-3,055
| -26% | -$403K | 0.01% | 544 |
|
|
2016
Q2 | $1.57M | Buy |
11,614
+1,225
| +12% | +$162K | 0.01% | 395 |
|
|
2016
Q1 | $1.29M | Buy |
10,389
+54
| +0.5% | +$5.99K | 0.01% | 427 |
|
|
2015
Q4 | $1.1M | Sell |
10,335
-3,804
| -27% | -$412K | 0.01% | 481 |
|
|
2015
Q3 | $1.34M | Buy |
14,139
+160
| +1% | +$17.5K | 0.01% | 395 |
|
|
2015
Q2 | $1.66M | Buy |
13,979
+475
| +4% | +$58.6K | 0.02% | 334 |
|
|
2015
Q1 | $1.66M | Sell |
13,504
-569
| -4% | -$69.8K | 0.02% | 324 |
|
|
2014
Q4 | $1.79M | Buy |
14,073
+450
| +3% | +$60.1K | 0.02% | 298 |
|
|
2014
Q3 | $1.84M | Buy |
13,623
+51
| +0.4% | +$7.32K | 0.02% | 260 |
|
|
2014
Q2 | $2.06M | Buy |
13,572
+350
| +3% | +$53.9K | 0.03% | 223 |
|
|
2014
Q1 | $1.97M | Buy |
13,222
+368
| +3% | +$54.4K | 0.03% | 201 |
|
|
2013
Q4 | $1.92M | Buy |
12,854
+5,753
| +81% | +$813K | 0.03% | 187 |
|
|
2013
Q3 | $986K | Hold |
7,101
| – | – | 0.02% | 267 |
|
|
2013
Q2 | $1.02M | Buy |
+7,101
| New | +$1.04M | 0.02% | 230 |
|
Other funds holding VMI
VPM
VCM
