Kapstone Financial 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 | $704K | Hold |
2,700
| – | – | 0.35% | 43 |
|
|
2025
Q1 | $630K | Hold |
2,700
| – | – | 0.36% | 44 |
|
|
2024
Q4 | $735K | Sell |
2,700
-138
| -5% | -$37.6K | 0.39% | 39 |
|
|
2024
Q3 | $710K | Hold |
2,838
| – | – | 0.43% | 40 |
|
|
2024
Q2 | $706K | Hold |
2,838
| – | – | 0.46% | 39 |
|
|
2024
Q1 | $775K | Hold |
2,838
| – | – | 0.53% | 37 |
|
|
2023
Q4 | $634K | Hold |
2,838
| – | – | 0.5% | 36 |
|
|
2023
Q3 | $573K | Hold |
2,838
| – | – | 0.52% | 38 |
|
|
2023
Q2 | $636K | Hold |
2,838
| – | – | 0.53% | 37 |
|
|
2023
Q1 | $481K | Hold |
2,838
| – | – | 0.43% | 51 |
|
|
2022
Q4 | $532K | Buy |
+2,838
| New | +$532K | 0.48% | 48 |
|