MSWM
Mowery & Schoenfeld Wealth Management’s Vulcan Materials VMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.9K | Hold |
172
| – | – | 0.07% | 119 |
|
|
2025
Q1 | $40.1K | Sell |
172
-3
| -2% | -$700 | 0.08% | 148 |
|
|
2024
Q4 | $45K | Buy |
175
+21
| +14% | +$5.4K | 0.09% | 116 |
|
|
2024
Q3 | $38.6K | Hold |
154
| – | – | 0.06% | 116 |
|
|
2024
Q2 | $38.3K | Buy |
+154
| New | +$38.3K | 0.06% | 112 |
|