LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Valmont Industries VMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Hold |
5,225
| – | – | 0.02% | 132 |
|
|
2025
Q1 | $1.5M | Hold |
5,225
| – | – | 0.01% | 136 |
|
|
2024
Q4 | $1.72M | Sell |
5,225
-45
| -0.9% | -$14.8K | 0.01% | 140 |
|
|
2024
Q3 | $1.69M | Hold |
5,270
| – | – | 0.02% | 138 |
|
|
2024
Q2 | $1.49M | Hold |
5,270
| – | – | 0.01% | 131 |
|
|
2024
Q1 | $1.12M | Hold |
5,270
| – | – | 0.01% | 140 |
|
|
2023
Q4 | $1.19M | Hold |
5,270
| – | – | 0.01% | 143 |
|
|
2023
Q3 | $1.05M | Buy |
5,270
+425
| +9% | +$85.1K | 0.01% | 147 |
|
|
2023
Q2 | $1.41M | Hold |
4,845
| – | – | 0.02% | 136 |
|
|
2023
Q1 | $1.55M | Hold |
4,845
| – | – | 0.02% | 125 |
|
|
2022
Q4 | $1.6M | Sell |
4,845
-625
| -11% | -$207K | 0.02% | 121 |
|
|
2022
Q3 | $1.47M | Sell |
5,470
-895
| -14% | -$240K | 0.02% | 127 |
|
|
2022
Q2 | $1.43M | Hold |
6,365
| – | – | 0.02% | 136 |
|
|
2022
Q1 | $1.52M | Sell |
6,365
-455
| -7% | -$109K | 0.02% | 138 |
|
|
2021
Q4 | $1.71M | Hold |
6,820
| – | – | 0.02% | 138 |
|
|
2021
Q3 | $1.6M | Hold |
6,820
| – | – | 0.02% | 137 |
|
|
2021
Q2 | $1.61M | Hold |
6,820
| – | – | 0.02% | 143 |
|
|
2021
Q1 | $1.62M | Hold |
6,820
| – | – | 0.02% | 130 |
|
|
2020
Q4 | $1.19M | Hold |
6,820
| – | – | 0.01% | 147 |
|
|
2020
Q3 | $847K | Hold |
6,820
| – | – | 0.01% | 154 |
|
|
2020
Q2 | $775K | Hold |
6,820
| – | – | 0.01% | 147 |
|
|
2020
Q1 | $723K | Sell |
6,820
-400
| -6% | -$42.4K | 0.01% | 147 |
|
|
2019
Q4 | $1.08M | Hold |
7,220
| – | – | 0.01% | 150 |
|
|
2019
Q3 | $1M | Hold |
7,220
| – | – | 0.01% | 156 |
|
|
2019
Q2 | $916K | Hold |
7,220
| – | – | 0.01% | 160 |
|
|
2019
Q1 | $939K | Hold |
7,220
| – | – | 0.01% | 156 |
|
|
2018
Q4 | $801K | Sell |
7,220
-180
| -2% | -$20K | 0.01% | 163 |
|
|
2018
Q3 | $1.03M | Sell |
7,400
-1,065
| -13% | -$148K | 0.02% | 158 |
|
|
2018
Q2 | $1.28M | Sell |
8,465
-1,535
| -15% | -$231K | 0.02% | 146 |
|
|
2018
Q1 | $1.46M | Sell |
10,000
-1,372
| -12% | -$201K | 0.03% | 138 |
|
|
2017
Q4 | $1.89M | Hold |
11,372
| – | – | 0.03% | 127 |
|
|
2017
Q3 | $1.8M | Hold |
11,372
| – | – | 0.03% | 129 |
|
|
2017
Q2 | $1.74M | Sell |
11,372
-335
| -3% | -$51.2K | 0.03% | 125 |
|
|
2017
Q1 | $1.82M | Hold |
11,707
| – | – | 0.04% | 122 |
|
|
2016
Q4 | $1.65M | Hold |
11,707
| – | – | 0.04% | 123 |
|
|
2016
Q3 | $1.58M | Sell |
11,707
-195
| -2% | -$26.2K | 0.04% | 128 |
|
|
2016
Q2 | $1.61M | Sell |
11,902
-1,800
| -13% | -$243K | 0.04% | 125 |
|
|
2016
Q1 | $1.7M | Sell |
13,702
-1,320
| -9% | -$163K | 0.04% | 121 |
|
|
2015
Q4 | $1.59M | Sell |
15,022
-250
| -2% | -$26.5K | 0.04% | 126 |
|
|
2015
Q3 | $1.82M | Hold |
15,272
| – | – | 0.05% | 116 |
|
|
2015
Q2 | $1.82M | Sell |
15,272
-2,730
| -15% | -$324K | 0.05% | 116 |
|
|
2015
Q1 | $2.21M | Hold |
18,002
| – | – | 0.06% | 109 |
|
|
2014
Q4 | $2.29M | Hold |
18,002
| – | – | 0.06% | 109 |
|
|
2014
Q3 | $2.43M | Hold |
18,002
| – | – | 0.07% | 109 |
|
|
2014
Q2 | $2.74M | Hold |
18,002
| – | – | 0.07% | 103 |
|
|
2014
Q1 | $2.68M | Sell |
18,002
-53
| -0.3% | -$7.89K | 0.07% | 107 |
|
|
2013
Q4 | $2.69M | Buy |
18,055
+53
| +0.3% | +$7.9K | 0.07% | 106 |
|
|
2013
Q3 | $2.5M | Hold |
18,002
| – | – | 0.08% | 108 |
|
|
2013
Q2 | $2.58M | Buy |
+18,002
| New | +$2.58M | 0.08% | 114 |
|