Kovitz Investment Group Partners’s Vulcan Materials VMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.81M	Buy	+10,303	New	+$3.03M	0.07%	192
2025 Q4	–	Sell	-4,123	Closed	-$1.27M	–	1294
2025 Q3	$1.27M	Sell	4,123 -8,374	-67%	-$2.38M	﹤0.01%	779
2025 Q2	$3.26M	Sell	12,497 -336	-3%	-$86.4K	0.01%	522
2025 Q1	$2.99M	Sell	12,833 -353	-3%	-$89.6K	0.02%	500
2024 Q4	$3.4M	Sell	13,186 -264	-2%	-$71K	0.02%	477
2024 Q3	$2.86M	Buy	13,450 +2,388	+22%	+$593K	0.02%	434
2024 Q2	$2.76M	Buy	11,062 +10,049	+992%	+$2.6M	0.02%	376
2024 Q1	$276K	Sell	1,013 -87	-8%	-$21.4K	﹤0.01%	593
2023 Q4	$250K	Hold	1,100	–	–	﹤0.01%	378
2023 Q3	$222K	Hold	1,100	–	–	﹤0.01%	377
2023 Q2	$248K	Sell	1,100 -300	-21%	-$57.5K	﹤0.01%	383
2023 Q1	$240K	Sell	1,400 -403	-22%	-$71.6K	﹤0.01%	390
2022 Q4	$316K	Buy	1,803 +1	+0.1%	+$171	0.01%	355
2022 Q3	$284K	Buy	1,802 +1	+0.1%	+$162	0.01%	362
2022 Q2	$256K	Buy	1,801 +641	+55%	+$106K	0.01%	377
2022 Q1	$213K	Buy	+1,160	New	+$217K	﹤0.01%	406