PHWM
Pine Harbor Wealth Management’s Vulcan Materials VMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Hold |
6,163
| – | – | 0.57% | 24 |
|
|
2025
Q1 | $1.44M | Hold |
6,163
| – | – | 0.58% | 24 |
|
|
2024
Q4 | $1.59M | Buy |
6,163
+498
| +9% | +$128K | 0.64% | 23 |
|
|
2024
Q3 | $1.42M | Hold |
5,665
| – | – | 0.71% | 25 |
|
|
2024
Q2 | $1.41M | Sell |
5,665
-257
| -4% | -$63.9K | 0.83% | 28 |
|
|
2024
Q1 | $1.62M | Hold |
5,922
| – | – | 1.02% | 24 |
|
|
2023
Q4 | $1.34M | Buy |
+5,922
| New | +$1.34M | 1.02% | 21 |
|