Garrett Wealth Advisory Group’s United States Lime & Minerals USLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Hold |
2,500
| – | – | 0.05% | 97 |
|
|
2025
Q1 | $221K | Hold |
2,500
| – | – | 0.05% | 103 |
|
|
2024
Q4 | $332K | Hold |
2,500
| – | – | 0.08% | 75 |
|
|
2024
Q3 | $244K | Buy |
+2,500
| New | +$244K | 0.06% | 87 |
|
|
2019
Q4 | – | Sell |
-2,500
| Closed | -$38.3K | – | 609 |
|
|
2019
Q3 | $38.3K | Buy |
+2,500
| New | +$38.3K | 0.03% | 147 |
|