MIM
Montgomery Investment Management’s VSE Corp VSEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4M | Sell |
148,300
-1,867
| -1% | -$245K | 7.52% | 2 |
|
|
2025
Q1 | $18M | Sell |
150,167
-2,620
| -2% | -$314K | 7.17% | 2 |
|
|
2024
Q4 | $14.5M | Sell |
152,787
-70,667
| -32% | -$6.72M | 5.72% | 2 |
|
|
2024
Q3 | $18.5M | Hold |
223,454
| – | – | 6.69% | 2 |
|
|
2024
Q2 | $19.7M | Sell |
223,454
-700
| -0.3% | -$61.8K | 7.81% | 2 |
|
|
2024
Q1 | $17.9M | Hold |
224,154
| – | – | 6.84% | 2 |
|
|
2023
Q4 | $14.5M | Hold |
224,154
| – | – | 4.45% | 6 |
|
|
2023
Q3 | $11.3M | Sell |
224,154
-2,000
| -0.9% | -$101K | 3.9% | 7 |
|
|
2023
Q2 | $12.4M | Hold |
226,154
| – | – | 4.16% | 9 |
|
|
2023
Q1 | $10.2M | Hold |
226,154
| – | – | 3.59% | 12 |
|
|
2022
Q4 | $10.6M | Hold |
226,154
| – | – | 3.77% | 8 |
|
|
2022
Q3 | $8.01M | Hold |
226,154
| – | – | 3.28% | 11 |
|
|
2022
Q2 | $8.5M | Hold |
226,154
| – | – | 3.44% | 10 |
|
|
2022
Q1 | $10.4M | Sell |
226,154
-400
| -0.2% | -$18.4K | 3.57% | 8 |
|
|
2021
Q4 | $13.8M | Sell |
226,554
-500
| -0.2% | -$30.5K | 4.64% | 5 |
|
|
2021
Q3 | $10.9M | Hold |
227,054
| – | – | 4.08% | 6 |
|
|
2021
Q2 | $11.2M | Hold |
227,054
| – | – | 4.17% | 6 |
|
|
2021
Q1 | $8.97M | Hold |
227,054
| – | – | 3.43% | 8 |
|
|
2020
Q4 | $8.74M | Hold |
227,054
| – | – | 4.01% | 7 |
|
|
2020
Q3 | $6.96M | Hold |
227,054
| – | – | 3.65% | 11 |
|
|
2020
Q2 | $7.13M | Hold |
227,054
| – | – | 3.87% | 8 |
|
|
2020
Q1 | $3.72M | Sell |
227,054
-7,266
| -3% | -$119K | 2.42% | 15 |
|
|
2019
Q4 | $8.91M | Hold |
234,320
| – | – | 3.64% | 7 |
|
|
2019
Q3 | $7.99M | Hold |
234,320
| – | – | 3.42% | 6 |
|
|
2019
Q2 | $6.72M | Hold |
234,320
| – | – | 2.94% | 9 |
|
|
2019
Q1 | $7.4M | Hold |
234,320
| – | – | 3.3% | 7 |
|
|
2018
Q4 | $7.01M | Hold |
234,320
| – | – | 3.56% | 7 |
|
|
2018
Q3 | $7.76M | Hold |
234,320
| – | – | 3.19% | 8 |
|
|
2018
Q2 | $11.2M | Hold |
234,320
| – | – | 4.61% | 4 |
|
|
2018
Q1 | $12.1M | Hold |
234,320
| – | – | 5.09% | 3 |
|
|
2017
Q4 | $11.3M | Sell |
234,320
-200
| -0.1% | -$9.69K | 4.61% | 5 |
|
|
2017
Q3 | $13.3M | Hold |
234,520
| – | – | 5.92% | 3 |
|
|
2017
Q2 | $10.5M | Sell |
234,520
-1,426
| -0.6% | -$64.1K | 4.83% | 4 |
|
|
2017
Q1 | $9.63M | Hold |
235,946
| – | – | 4.14% | 4 |
|
|
2016
Q4 | $9.16M | Hold |
235,946
| – | – | 3.94% | 5 |
|
|
2016
Q3 | $8.02M | Buy |
235,946
+117,973
| +100% | +$4.01M | 3.76% | 5 |
|
|
2016
Q2 | $7.88M | Sell |
117,973
-127
| -0.1% | -$8.48K | 3.82% | 5 |
|
|
2016
Q1 | $8.02M | Hold |
118,100
| – | – | 4.6% | 4 |
|
|
2015
Q4 | $7.34M | Hold |
118,100
| – | – | 4.15% | 4 |
|
|
2015
Q3 | $4.73M | Hold |
118,100
| – | – | 2.79% | 10 |
|
|
2015
Q2 | $6.32M | Hold |
118,100
| – | – | 3.23% | 7 |
|
|
2015
Q1 | $9.67M | Sell |
118,100
-111,500
| -49% | -$9.13M | 4.86% | 4 |
|
|
2014
Q4 | $15.1M | Buy |
229,600
+48,000
| +26% | +$3.16M | 7.23% | 3 |
|
|
2014
Q3 | $8.9M | Buy |
181,600
+76,600
| +73% | +$3.75M | 6.14% | 4 |
|
|
2014
Q2 | $7.38M | Buy |
105,000
+85,419
| +436% | +$6.01M | 5.64% | 4 |
|
|
2014
Q1 | $1.03M | Sell |
19,581
-1,619
| -8% | -$85.3K | 0.84% | 28 |
|
|
2013
Q4 | $1.02M | Sell |
21,200
-9,180
| -30% | -$441K | 0.83% | 33 |
|
|
2013
Q3 | $1.43M | Sell |
30,380
-2,500
| -8% | -$117K | 0.78% | 38 |
|
|
2013
Q2 | $1.35M | Buy |
+32,880
| New | +$1.35M | 0.74% | 39 |
|