Marietta Investment Partners’s Valmont Industries VMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-15,849	Closed	-$4.61M	–	167
2023 Q2	$4.61M	Sell	15,849 -1,158	-7%	-$337K	1.2%	27
2023 Q1	$5.43M	Sell	17,007 -241	-1%	-$76.9K	1.51%	22
2022 Q4	$5.7M	Buy	17,248 +7,944	+85%	+$2.63M	1.61%	21
2022 Q3	$2.97M	Buy	+9,304	New	+$2.97M	0.88%	32