JFS Wealth Advisors’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 | $17.2K | Hold |
66
| – | – | ﹤0.01% | 691 |
|
2025
Q1 | $15.4K | Sell |
66
-16
| -20% | -$3.73K | ﹤0.01% | 739 |
|
2024
Q4 | $21.1K | Buy |
82
+27
| +49% | +$6.95K | ﹤0.01% | 631 |
|
2024
Q3 | $13.8K | Buy |
55
+1
| +2% | +$250 | ﹤0.01% | 743 |
|
2024
Q2 | $13.4K | Sell |
54
-1
| -2% | -$249 | ﹤0.01% | 705 |
|
2024
Q1 | $15K | Sell |
55
-2
| -4% | -$546 | ﹤0.01% | 694 |
|
2023
Q4 | $12.9K | Buy |
57
+7
| +14% | +$1.59K | ﹤0.01% | 699 |
|
2023
Q3 | $10.1K | Buy |
50
+9
| +22% | +$1.82K | ﹤0.01% | 725 |
|
2023
Q2 | $9.24K | Hold |
41
| – | – | ﹤0.01% | 749 |
|
2023
Q1 | $7.03K | Sell |
41
-11
| -21% | -$1.89K | ﹤0.01% | 854 |
|
2022
Q4 | $9.11K | Buy |
52
+5
| +11% | +$876 | ﹤0.01% | 748 |
|
2022
Q3 | $7K | Buy |
47
+24
| +104% | +$3.57K | ﹤0.01% | 878 |
|
2022
Q2 | $3K | Sell |
23
-15
| -39% | -$1.96K | ﹤0.01% | 1247 |
|
2022
Q1 | $7K | Buy |
38
+23
| +153% | +$4.24K | ﹤0.01% | 937 |
|
2021
Q4 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 1000 |
|
2021
Q3 | – | Sell |
-12
| Closed | -$2K | – | 848 |
|
2021
Q2 | $2K | Hold |
12
| – | – | ﹤0.01% | 558 |
|
2021
Q1 | $2K | Hold |
12
| – | – | ﹤0.01% | 554 |
|
2020
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 543 |
|
2020
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 523 |
|
2020
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 518 |
|
2020
Q1 | $1K | Sell |
12
-12
| -50% | -$1K | ﹤0.01% | 492 |
|
2019
Q4 | $3K | Hold |
24
| – | – | ﹤0.01% | 444 |
|
2019
Q3 | $4K | Buy |
+24
| New | +$4K | ﹤0.01% | 422 |
|