PWMG
Pinnacle Wealth Management Group’s Vulcan Materials VMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Hold |
1,100
| – | – | 0.16% | 101 |
|
|
2025
Q1 | $257K | Buy |
1,100
+100
| +10% | +$23.3K | 0.18% | 91 |
|
|
2024
Q4 | $257K | Buy |
1,000
+200
| +25% | +$51.4K | 0.16% | 99 |
|
|
2024
Q3 | $200K | Buy |
+800
| New | +$200K | 0.13% | 112 |
|
|
2023
Q1 | – | Sell |
-1,267
| Closed | -$222K | – | 106 |
|
|
2022
Q4 | $222K | Sell |
1,267
-200
| -14% | -$35K | 0.2% | 95 |
|
|
2022
Q3 | $231K | Hold |
1,467
| – | – | 0.2% | 98 |
|
|
2022
Q2 | $208K | Hold |
1,467
| – | – | 0.17% | 111 |
|
|
2022
Q1 | $269K | Hold |
1,467
| – | – | 0.2% | 101 |
|
|
2021
Q4 | $305K | Buy |
+1,467
| New | +$305K | 0.23% | 98 |
|