IFP Advisors’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 | $327K | Buy |
1,001
+594
| +146% | +$194K | 0.01% | 1024 |
|
2025
Q1 | $117K | Buy |
407
+362
| +804% | +$104K | ﹤0.01% | 1437 |
|
2024
Q4 | $14.4K | Sell |
45
-1
| -2% | -$320 | ﹤0.01% | 2393 |
|
2024
Q3 | $13.3K | Buy |
46
+30
| +188% | +$8.7K | ﹤0.01% | 2314 |
|
2024
Q2 | $4.39K | Hold |
16
| – | – | ﹤0.01% | 2610 |
|
2024
Q1 | $3.65K | Sell |
16
-200
| -93% | -$45.7K | ﹤0.01% | 2537 |
|
2023
Q4 | $50.4K | Hold |
216
| – | – | ﹤0.01% | 1544 |
|
2023
Q3 | $51.9K | Sell |
216
-60
| -22% | -$14.4K | ﹤0.01% | 1535 |
|
2023
Q2 | $80.3K | Sell |
276
-12
| -4% | -$3.49K | ﹤0.01% | 1414 |
|
2023
Q1 | $30.4K | Sell |
288
-10
| -3% | -$1.06K | ﹤0.01% | 1822 |
|
2022
Q4 | $32K | Sell |
298
-5
| -2% | -$537 | ﹤0.01% | 2560 |
|
2022
Q3 | $32K | Buy |
303
+5
| +2% | +$528 | ﹤0.01% | 2734 |
|
2022
Q2 | $32K | Hold |
298
| – | – | ﹤0.01% | 2494 |
|
2022
Q1 | $32K | Buy |
298
+82
| +38% | +$8.81K | ﹤0.01% | 2494 |
|
2021
Q4 | $54K | Buy |
216
+200
| +1,250% | +$50K | ﹤0.01% | 1499 |
|
2021
Q3 | $4K | Hold |
16
| – | – | ﹤0.01% | 2607 |
|
2021
Q2 | $4K | Hold |
16
| – | – | ﹤0.01% | 2557 |
|
2021
Q1 | $4K | Hold |
16
| – | – | ﹤0.01% | 2482 |
|
2020
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 2515 |
|
2020
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 2504 |
|
2020
Q2 | $2K | Buy |
16
+9
| +129% | +$1.13K | ﹤0.01% | 2411 |
|
2020
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 2589 |
|
2019
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 2725 |
|
2019
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 2932 |
|
2019
Q1 | – | Sell |
-112
| Closed | -$12K | – | 3402 |
|
2018
Q4 | $12K | Buy |
112
+5
| +5% | +$536 | ﹤0.01% | 2393 |
|
2018
Q3 | $15K | Hold |
107
| – | – | ﹤0.01% | 2601 |
|
2018
Q2 | $16K | Hold |
107
| – | – | ﹤0.01% | 2582 |
|
2018
Q1 | $18K | Hold |
107
| – | – | ﹤0.01% | 2462 |
|
2017
Q4 | $18K | Hold |
107
| – | – | ﹤0.01% | 2460 |
|
2017
Q3 | $17K | Hold |
107
| – | – | ﹤0.01% | 2689 |
|
2017
Q2 | $16K | Hold |
107
| – | – | ﹤0.01% | 2696 |
|
2017
Q1 | $17K | Hold |
107
| – | – | ﹤0.01% | 2588 |
|
2016
Q4 | $15K | Hold |
107
| – | – | ﹤0.01% | 2648 |
|
2016
Q3 | $14K | Hold |
107
| – | – | ﹤0.01% | 2620 |
|
2016
Q2 | $14K | Buy |
+107
| New | +$14K | ﹤0.01% | 2579 |
|
2016
Q1 | – | Sell |
-7
| Closed | -$1K | – | 3441 |
|
2015
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 3564 |
|