Phoenix Financial’s Valmont Industries VMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-734
| Closed | -$225K | – | 408 |
|
|
2024
Q4 | $225K | Sell |
734
-36
| -5% | -$11K | ﹤0.01% | 333 |
|
|
2024
Q3 | $224K | Sell |
770
-195
| -20% | -$56.7K | ﹤0.01% | 324 |
|
|
2024
Q2 | $265K | Buy |
965
+15
| +2% | +$4.11K | ﹤0.01% | 299 |
|
|
2024
Q1 | $216K | Sell |
950
-175
| -16% | -$39.8K | ﹤0.01% | 371 |
|
|
2023
Q4 | $263K | Buy |
+1,125
| New | +$263K | ﹤0.01% | 280 |
|
|
2022
Q4 | – | Sell |
-1,038
| Closed | -$283K | – | 336 |
|
|
2022
Q3 | $283K | Sell |
1,038
-384
| -27% | -$105K | 0.01% | 276 |
|
|
2022
Q2 | $312K | Sell |
1,422
-116
| -8% | -$25.5K | 0.01% | 302 |
|
|
2022
Q1 | $369K | Sell |
1,538
-175
| -10% | -$42K | 0.01% | 311 |
|
|
2021
Q4 | $425K | Sell |
1,713
-121
| -7% | -$30K | 0.01% | 293 |
|
|
2021
Q3 | $435K | Buy |
+1,834
| New | +$435K | 0.01% | 327 |
|
|
2021
Q2 | – | Sell |
-885
| Closed | -$211K | – | 409 |
|
|
2021
Q1 | $211K | Buy |
+885
| New | +$211K | ﹤0.01% | 386 |
|