MGWM
Marks Group Wealth Management’s Vulcan Materials VMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Buy |
2,455
+252
| +11% | +$65.7K | 0.06% | 210 |
|
|
2025
Q1 | $514K | Buy |
2,203
+57
| +3% | +$13.3K | 0.05% | 238 |
|
|
2024
Q4 | $552K | Buy |
2,146
+283
| +15% | +$72.8K | 0.05% | 212 |
|
|
2024
Q3 | $467K | Buy |
1,863
+25
| +1% | +$6.26K | 0.04% | 228 |
|
|
2024
Q2 | $457K | Sell |
1,838
-151
| -8% | -$37.6K | 0.05% | 231 |
|
|
2024
Q1 | $543K | Hold |
1,989
| – | – | 0.06% | 215 |
|
|
2023
Q4 | $452K | Buy |
1,989
+39
| +2% | +$8.85K | 0.05% | 223 |
|
|
2023
Q3 | $394K | Hold |
1,950
| – | – | 0.05% | 227 |
|
|
2023
Q2 | $440K | Hold |
1,950
| – | – | 0.05% | 217 |
|
|
2023
Q1 | $335K | Hold |
1,950
| – | – | 0.04% | 238 |
|
|
2022
Q4 | $341K | Buy |
1,950
+78
| +4% | +$13.7K | 0.05% | 235 |
|
|
2022
Q3 | $295K | Buy |
1,872
+32
| +2% | +$5.04K | 0.04% | 238 |
|
|
2022
Q2 | $261K | Buy |
1,840
+20
| +1% | +$2.84K | 0.04% | 255 |
|
|
2022
Q1 | $334K | Buy |
1,820
+49
| +3% | +$8.99K | 0.04% | 263 |
|
|
2021
Q4 | $368K | Sell |
1,771
-91
| -5% | -$18.9K | 0.04% | 256 |
|
|
2021
Q3 | $315K | Sell |
1,862
-67
| -3% | -$11.3K | 0.04% | 240 |
|
|
2021
Q2 | $336K | Sell |
1,929
-62
| -3% | -$10.8K | 0.05% | 211 |
|
|
2021
Q1 | $336K | Sell |
1,991
-46
| -2% | -$7.76K | 0.05% | 201 |
|
|
2020
Q4 | $302K | Sell |
2,037
-137
| -6% | -$20.3K | 0.05% | 211 |
|
|
2020
Q3 | $295K | Sell |
2,174
-142
| -6% | -$19.3K | 0.05% | 202 |
|
|
2020
Q2 | $268K | Buy |
2,316
+157
| +7% | +$18.2K | 0.05% | 202 |
|
|
2020
Q1 | $233K | Buy |
2,159
+124
| +6% | +$13.4K | 0.06% | 197 |
|
|
2019
Q4 | $293K | Buy |
+2,035
| New | +$293K | 0.06% | 207 |
|