JFS Wealth 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 | $5.88K | Buy |
18
+6
| +50% | +$1.96K | ﹤0.01% | 1030 |
|
|
2025
Q1 | $3.43K | Hold |
12
| – | – | ﹤0.01% | 1277 |
|
|
2024
Q4 | $3.68K | Hold |
12
| – | – | ﹤0.01% | 1238 |
|
|
2024
Q3 | $3.48K | Buy |
12
+1
| +9% | +$290 | ﹤0.01% | 1250 |
|
|
2024
Q2 | $3.02K | Buy |
11
+2
| +22% | +$549 | ﹤0.01% | 1271 |
|
|
2024
Q1 | $2.06K | Hold |
9
| – | – | ﹤0.01% | 1427 |
|
|
2023
Q4 | $2.1K | Sell |
9
-2
| -18% | -$467 | ﹤0.01% | 1409 |
|
|
2023
Q3 | $2.64K | Sell |
11
-6
| -35% | -$1.44K | ﹤0.01% | 1250 |
|
|
2023
Q2 | $4.95K | Sell |
17
-1
| -6% | -$291 | ﹤0.01% | 1010 |
|
|
2023
Q1 | $5.75K | Sell |
18
-1
| -5% | -$319 | ﹤0.01% | 932 |
|
|
2022
Q4 | $6.28K | Buy |
19
+3
| +19% | +$992 | ﹤0.01% | 902 |
|
|
2022
Q3 | $4K | Buy |
16
+5
| +45% | +$1.25K | ﹤0.01% | 1112 |
|
|
2022
Q2 | $2K | Sell |
11
-1
| -8% | -$182 | ﹤0.01% | 1403 |
|
|
2022
Q1 | $3K | Buy |
12
+7
| +140% | +$1.75K | ﹤0.01% | 1334 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1600 |
|