Pinnacle Wealth Planning Services’s Vulcan Materials VMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$252K	Buy	925 +10	+1%	+$2.94K	0.03%	398
2025 Q4	$261K	Sell	915 -24	-3%	-$7.04K	0.03%	369
2025 Q3	$289K	Sell	939 -1	-0.1%	-$284	0.03%	333
2025 Q2	$245K	Buy	+940	New	+$242K	0.03%	359
2024 Q4	–	Sell	-1,040	Closed	-$260K	–	558
2024 Q3	$260K	Hold	1,040	–	–	0.04%	345
2024 Q2	$259K	Sell	1,040 -4	-0.4%	-$1.03K	0.04%	332
2024 Q1	$285K	Buy	1,044 +4	+0.4%	+$986	0.04%	311
2023 Q4	$236K	Buy	1,040 +4	+0.4%	+$847	0.04%	341
2023 Q3	$209K	Buy	1,036 +1	+0.1%	+$218	0.03%	350
2023 Q2	$233K	Buy	+1,035	New	+$198K	0.04%	324
2021 Q1	–	Sell	-267	Closed	-$39K	–	1892
2020 Q4	$39K	Buy	+267	New	+$38.1K	0.01%	904