Kestra Private Wealth Services’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 | $304K | Buy |
+1,166
| New | +$304K | ﹤0.01% | 1271 |
|
|
2024
Q3 | – | Sell |
-922
| Closed | -$229K | – | 1464 |
|
|
2024
Q2 | $229K | Buy |
922
+43
| +5% | +$10.7K | ﹤0.01% | 1162 |
|
|
2024
Q1 | $240K | Sell |
879
-81
| -8% | -$22.1K | 0.01% | 1106 |
|
|
2023
Q4 | $218K | Sell |
960
-441
| -31% | -$100K | 0.01% | 1079 |
|
|
2023
Q3 | $283K | Buy |
1,401
+266
| +23% | +$53.7K | 0.01% | 886 |
|
|
2023
Q2 | $256K | Buy |
+1,135
| New | +$256K | 0.01% | 875 |
|