GeoWealth 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 | $90.2K | Buy |
346
+38
| +12% | +$9.91K | ﹤0.01% | 836 |
|
|
2025
Q1 | $71.9K | Sell |
308
-164
| -35% | -$38.3K | ﹤0.01% | 846 |
|
|
2024
Q4 | $121K | Sell |
472
-14
| -3% | -$3.6K | ﹤0.01% | 913 |
|
|
2024
Q3 | $122K | Buy |
+486
| New | +$122K | ﹤0.01% | 849 |
|
|
2024
Q2 | – | Sell |
-810
| Closed | -$221K | – | 950 |
|
|
2024
Q1 | $221K | Buy |
+810
| New | +$221K | 0.01% | 656 |
|