Geneos Wealth Management’s Vulcan Materials VMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.5K | Sell |
209
-582
| -74% | -$152K | ﹤0.01% | 1522 |
|
|
2025
Q1 | $185K | Buy |
791
+537
| +211% | +$125K | ﹤0.01% | 1270 |
|
|
2024
Q4 | $65.3K | Buy |
254
+36
| +17% | +$9.26K | ﹤0.01% | 1212 |
|
|
2024
Q3 | $54.6K | Buy |
218
+168
| +336% | +$42.1K | ﹤0.01% | 1170 |
|
|
2024
Q2 | $12.4K | Hold |
50
| – | – | ﹤0.01% | 1491 |
|
|
2024
Q1 | $13.6K | Sell |
50
-4
| -7% | -$1.09K | ﹤0.01% | 1470 |
|
|
2023
Q4 | $12.3K | Buy |
54
+4
| +8% | +$908 | ﹤0.01% | 1494 |
|
|
2023
Q3 | $10.1K | Buy |
50
+4
| +9% | +$808 | ﹤0.01% | 1567 |
|
|
2023
Q2 | $10.4K | Sell |
46
-216
| -82% | -$48.7K | ﹤0.01% | 1571 |
|
|
2023
Q1 | $44.9K | Sell |
262
-103
| -28% | -$17.7K | ﹤0.01% | 1112 |
|
|
2022
Q4 | $63.9K | Hold |
365
| – | – | ﹤0.01% | 961 |
|
|
2022
Q3 | $57K | Buy |
365
+44
| +14% | +$6.87K | ﹤0.01% | 988 |
|
|
2022
Q2 | $45K | Sell |
321
-12
| -4% | -$1.68K | ﹤0.01% | 1333 |
|
|
2022
Q1 | $61K | Sell |
333
-138
| -29% | -$25.3K | ﹤0.01% | 1292 |
|
|
2021
Q4 | $97K | Buy |
471
+150
| +47% | +$30.9K | ﹤0.01% | 1184 |
|
|
2021
Q3 | $55K | Hold |
321
| – | – | ﹤0.01% | 1443 |
|
|
2021
Q2 | $54K | Sell |
321
-704
| -69% | -$118K | ﹤0.01% | 1444 |
|
|
2021
Q1 | $182K | Hold |
1,025
| – | – | 0.01% | 1006 |
|
|
2020
Q4 | $59K | Buy |
1,025
+742
| +262% | +$42.7K | ﹤0.01% | 1380 |
|
|
2020
Q3 | $36K | Hold |
283
| – | – | ﹤0.01% | 1387 |
|
|
2020
Q2 | $31K | Hold |
283
| – | – | ﹤0.01% | 1436 |
|
|
2020
Q1 | $28K | Sell |
283
-11
| -4% | -$1.09K | ﹤0.01% | 1380 |
|
|
2019
Q4 | $42K | Sell |
294
-17
| -5% | -$2.43K | ﹤0.01% | 1347 |
|
|
2019
Q3 | $46K | Hold |
311
| – | – | ﹤0.01% | 1225 |
|
|
2019
Q2 | $42K | Buy |
311
+8
| +3% | +$1.08K | ﹤0.01% | 1284 |
|
|
2019
Q1 | $35K | Hold |
303
| – | – | ﹤0.01% | 1325 |
|
|
2018
Q4 | $29K | Buy |
303
+28
| +10% | +$2.68K | ﹤0.01% | 1344 |
|
|
2018
Q3 | $30K | Sell |
275
-100
| -27% | -$10.9K | ﹤0.01% | 1413 |
|
|
2018
Q2 | $48K | Hold |
375
| – | – | ﹤0.01% | 1073 |
|
|
2018
Q1 | $42K | Hold |
375
| – | – | ﹤0.01% | 1075 |
|
|
2017
Q4 | $48K | Hold |
375
| – | – | ﹤0.01% | 1016 |
|
|
2017
Q3 | $44K | Sell |
375
-275
| -42% | -$32.3K | ﹤0.01% | 1015 |
|
|
2017
Q2 | $82K | Buy |
650
+20
| +3% | +$2.52K | 0.01% | 742 |
|
|
2017
Q1 | $75K | Hold |
630
| – | – | 0.01% | 750 |
|
|
2016
Q4 | $78K | Buy |
630
+80
| +15% | +$9.91K | 0.01% | 683 |
|
|
2016
Q3 | $62K | Hold |
550
| – | – | 0.01% | 743 |
|
|
2016
Q2 | $65K | Hold |
550
| – | – | 0.01% | 717 |
|
|
2016
Q1 | $58K | Buy |
+550
| New | +$58K | 0.01% | 758 |
|