Optimum Investment Advisors’s Vulcan Materials VMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Hold |
651
| – | – | 0.07% | 193 |
|
|
2025
Q1 | $152K | Sell |
651
-50
| -7% | -$11.7K | 0.07% | 198 |
|
|
2024
Q4 | $180K | Hold |
701
| – | – | 0.08% | 187 |
|
|
2024
Q3 | $176K | Hold |
701
| – | – | 0.08% | 202 |
|
|
2024
Q2 | $174K | Sell |
701
-100
| -12% | -$24.9K | 0.08% | 197 |
|
|
2024
Q1 | $219K | Hold |
801
| – | – | 0.1% | 182 |
|
|
2023
Q4 | $182K | Hold |
801
| – | – | 0.09% | 191 |
|
|
2023
Q3 | $162K | Hold |
801
| – | – | 0.08% | 199 |
|
|
2023
Q2 | $181K | Hold |
801
| – | – | 0.09% | 199 |
|
|
2023
Q1 | $137K | Buy |
801
+1
| +0.1% | +$171 | 0.07% | 222 |
|
|
2022
Q4 | $140K | Sell |
800
-85
| -10% | -$14.9K | 0.08% | 219 |
|
|
2022
Q3 | $140K | Hold |
885
| – | – | 0.08% | 225 |
|
|
2022
Q2 | $126K | Sell |
885
-100
| -10% | -$14.2K | 0.06% | 248 |
|
|
2022
Q1 | $181K | Sell |
985
-101
| -9% | -$18.6K | 0.08% | 223 |
|
|
2021
Q4 | $225K | Sell |
1,086
-350
| -24% | -$72.5K | 0.09% | 202 |
|
|
2021
Q3 | $243K | Buy |
1,436
+26
| +2% | +$4.4K | 0.1% | 189 |
|
|
2021
Q2 | $245K | Buy |
1,410
+985
| +232% | +$171K | 0.08% | 230 |
|
|
2021
Q1 | $72K | Hold |
425
| – | – | 0.02% | 428 |
|
|
2020
Q4 | $63K | Sell |
425
-200
| -32% | -$29.6K | 0.02% | 437 |
|
|
2020
Q3 | $85K | Hold |
625
| – | – | 0.03% | 355 |
|
|
2020
Q2 | $72K | Hold |
625
| – | – | 0.03% | 373 |
|
|
2020
Q1 | $68K | Sell |
625
-997
| -61% | -$108K | 0.03% | 369 |
|
|
2019
Q4 | $234K | Buy |
1,622
+1
| +0.1% | +$144 | 0.07% | 248 |
|
|
2019
Q3 | $245K | Buy |
1,621
+1
| +0.1% | +$151 | 0.08% | 236 |
|
|
2019
Q2 | $222K | Buy |
1,620
+1
| +0.1% | +$137 | 0.07% | 249 |
|
|
2019
Q1 | $192K | Buy |
1,619
+77
| +5% | +$9.13K | 0.06% | 278 |
|
|
2018
Q4 | $152K | Sell |
1,542
-236
| -13% | -$23.3K | 0.05% | 299 |
|
|
2018
Q3 | $198K | Sell |
1,778
-374
| -17% | -$41.6K | 0.05% | 307 |
|
|
2018
Q2 | $278K | Buy |
2,152
+202
| +10% | +$26.1K | 0.08% | 244 |
|
|
2018
Q1 | $223K | Buy |
1,950
+157
| +9% | +$18K | 0.07% | 265 |
|
|
2017
Q4 | $230K | Sell |
1,793
-300
| -14% | -$38.5K | 0.07% | 270 |
|
|
2017
Q3 | $250K | Sell |
2,093
-914
| -30% | -$109K | 0.08% | 251 |
|
|
2017
Q2 | $381K | Sell |
3,007
-664
| -18% | -$84.1K | 0.13% | 192 |
|
|
2017
Q1 | $442K | Buy |
3,671
+601
| +20% | +$72.4K | 0.16% | 178 |
|
|
2016
Q4 | $384K | Buy |
+3,070
| New | +$384K | 0.14% | 187 |
|