Moran Wealth Management’s United States Lime & Minerals USLM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$776K Sell
7,778
-50
-0.6% -$4.99K 0.02% 347
2025
Q1
$692K Sell
7,828
-126
-2% -$11.1K 0.02% 338
2024
Q4
$1.06M Sell
7,954
-76
-0.9% -$10.1K 0.03% 294
2024
Q3
$784K Buy
8,030
+1,640
+26% +$160K 0.02% 320
2024
Q2
$465K Buy
6,390
+320
+5% +$23.3K 0.02% 346
2024
Q1
$362K Buy
+6,070
New +$362K 0.01% 361