MWM
Moran Wealth Management’s Valmont Industries VMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.61M | Sell |
17,187
-1,323
| -7% | -$432K | 0.17% | 164 |
|
|
2025
Q1 | $5.28M | Sell |
18,510
-1,635
| -8% | -$467K | 0.18% | 165 |
|
|
2024
Q4 | $6.18M | Sell |
20,145
-143
| -0.7% | -$43.9K | 0.2% | 139 |
|
|
2024
Q3 | $5.88M | Buy |
20,288
+290
| +1% | +$84.1K | 0.18% | 154 |
|
|
2024
Q2 | $5.49M | Buy |
19,998
+354
| +2% | +$97.2K | 0.18% | 161 |
|
|
2024
Q1 | $4.48M | Buy |
19,644
+727
| +4% | +$166K | 0.15% | 185 |
|
|
2023
Q4 | $4.42M | Buy |
18,917
+331
| +2% | +$77.3K | 0.16% | 182 |
|
|
2023
Q3 | $4.46M | Buy |
18,586
+244
| +1% | +$58.6K | 0.17% | 161 |
|
|
2023
Q2 | $5.34M | Buy |
18,342
+14
| +0.1% | +$4.08K | 0.2% | 151 |
|
|
2023
Q1 | $5.85M | Buy |
18,328
+1,160
| +7% | +$370K | 0.22% | 145 |
|
|
2022
Q4 | $5.68M | Buy |
+17,168
| New | +$5.68M | 0.22% | 134 |
|