Heritage Trust’s Valmont Industries VMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $876K | Hold |
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|
2025
Q2 | $738K | Hold |
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|
2025
Q1 | $645K | Hold |
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|
2024
Q4 | $693K | Buy |
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|
2024
Q2 | $657K | Hold |
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|
2024
Q1 | $546K | Hold |
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|
2023
Q4 | $559K | Hold |
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|
2023
Q3 | $575K | Hold |
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|
2023
Q2 | $696K | Hold |
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|
2023
Q1 | $764K | Hold |
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|
2022
Q4 | $791K | Hold |
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|
2022
Q3 | $643K | Hold |
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|
2022
Q2 | $538K | Hold |
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|
2022
Q1 | $571K | Hold |
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|
2021
Q4 | $599K | Hold |
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|
2021
Q3 | $563K | Hold |
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|
2021
Q2 | $565K | Hold |
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|
2021
Q1 | $569K | Hold |
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|
2020
Q4 | $419K | Hold |
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|
2020
Q3 | $297K | Sell |
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|
2020
Q2 | $408K | Hold |
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|
2020
Q1 | $381K | Hold |
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|
2019
Q4 | $538K | Sell |
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|
2019
Q3 | $608K | Hold |
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|
2019
Q2 | $557K | Hold |
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|
2019
Q1 | $572K | Buy |
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|
2018
Q4 | $266K | Buy |
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|
2018
Q3 | $277K | Hold |
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|
2018
Q2 | $301K | Hold |
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|
2018
Q1 | $293K | Hold |
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|
2017
Q4 | $332K | Hold |
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|
2017
Q3 | $316K | Hold |
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|
2017
Q2 | $299K | Hold |
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|
2017
Q1 | $311K | Buy |
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