DWM
Diversify Wealth Management’s Valmont Industries VMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
3,712
+898
| +32% | +$340K | 0.09% | 223 |
|
|
2025
Q1 | $832K | Buy |
2,814
+902
| +47% | +$267K | 0.06% | 269 |
|
|
2024
Q4 | $578K | Buy |
1,912
+404
| +27% | +$122K | 0.05% | 325 |
|
|
2024
Q3 | $491K | Buy |
1,508
+249
| +20% | +$81.1K | 0.05% | 320 |
|
|
2024
Q2 | $351K | Buy |
+1,259
| New | +$351K | 0.04% | 331 |
|