Pathstone Family Office’s Valmont Industries VMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.41M | Buy |
5,863
+2,041
| +53% | +$491K | 0.01% | 573 |
|
|
2023
Q2 | $1.13M | Buy |
3,822
+735
| +24% | +$218K | 0.02% | 441 |
|
|
2023
Q1 | $1M | Sell |
3,087
-4,389
| -59% | -$1.42M | 0.02% | 441 |
|
|
2022
Q4 | $2.29M | Sell |
7,476
-846
| -10% | -$259K | 0.02% | 468 |
|
|
2022
Q3 | $2.24M | Buy |
8,322
+5,057
| +155% | +$1.36M | 0.02% | 399 |
|
|
2022
Q2 | $735K | Buy |
3,265
+603
| +23% | +$136K | 0.02% | 429 |
|
|
2022
Q1 | $636K | Sell |
2,662
-617
| -19% | -$147K | 0.01% | 461 |
|
|
2021
Q4 | $823K | Buy |
3,279
+300
| +10% | +$75.3K | 0.02% | 385 |
|
|
2021
Q3 | $702K | Buy |
2,979
+752
| +34% | +$177K | 0.02% | 395 |
|
|
2021
Q2 | $527K | Buy |
2,227
+544
| +32% | +$129K | 0.02% | 450 |
|
|
2021
Q1 | $401K | Buy |
+1,683
| New | +$401K | 0.01% | 400 |
|