Geneos Wealth Management’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 | $55.5K | Sell |
170
-200
| -54% | -$65.3K | ﹤0.01% | 1511 |
|
|
2025
Q1 | $106K | Buy |
370
+323
| +687% | +$92.2K | ﹤0.01% | 1545 |
|
|
2024
Q4 | $14.4K | Buy |
47
+6
| +15% | +$1.84K | ﹤0.01% | 1886 |
|
|
2024
Q3 | $11.9K | Buy |
+41
| New | +$11.9K | ﹤0.01% | 1769 |
|
|
2021
Q2 | – | Sell |
-51
| Closed | -$12K | – | 3128 |
|
|
2021
Q1 | $12K | Hold |
51
| – | – | ﹤0.01% | 2311 |
|
|
2020
Q4 | $12K | Buy |
+51
| New | +$12K | ﹤0.01% | 2160 |
|