John G. Ullman & Associates’s Eagle Materials EXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.55M	Buy	29,296 +966	+3%	+$206K	0.74%	43
2025 Q4	$5.86M	Buy	28,330 +3,830	+16%	+$845K	0.78%	38
2025 Q3	$5.71M	Buy	24,500 +8,725	+55%	+$1.98M	0.77%	41
2025 Q2	$3.19M	Buy	15,775 +2,975	+23%	+$641K	0.47%	66
2025 Q1	$2.84M	Buy	+12,800	New	+$3.04M	0.44%	77
2024 Q1	–	Sell	-4,100	Closed	-$832K	–	175
2023 Q4	$832K	Sell	4,100 -200	-5%	-$35.2K	0.13%	105
2023 Q3	$716K	Sell	4,300 -2,900	-40%	-$527K	0.12%	108
2023 Q2	$1.34M	Sell	7,200 -33,300	-82%	-$5.3M	0.21%	91
2023 Q1	$5.94M	Sell	40,500 -500	-1%	-$70.9K	0.92%	35
2022 Q4	$5.45M	Sell	41,000 -950	-2%	-$120K	0.87%	35
2022 Q3	$4.5M	Buy	41,950 +12,450	+42%	+$1.49M	0.79%	38
2022 Q2	$3.24M	Buy	+29,500	New	+$3.63M	0.52%	50