Portside Wealth Group’s Valmont Industries VMI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $406K | Buy |
1,242
+303
| +32% | +$99K | 0.06% | 277 |
|
2025
Q1 | $268K | Buy |
939
+110
| +13% | +$31.4K | 0.04% | 362 |
|
2024
Q4 | $254K | Buy |
829
+74
| +10% | +$22.7K | 0.04% | 361 |
|
2024
Q3 | $219K | Buy |
+755
| New | +$219K | 0.04% | 359 |
|
2024
Q2 | – | Sell |
-1,085
| Closed | -$248K | – | 394 |
|
2024
Q1 | $248K | Buy |
1,085
+153
| +16% | +$34.9K | 0.05% | 309 |
|
2023
Q4 | $218K | Buy |
+932
| New | +$218K | 0.04% | 323 |
|
2023
Q3 | – | Sell |
-738
| Closed | -$215K | – | 383 |
|
2023
Q2 | $215K | Buy |
+738
| New | +$215K | 0.04% | 313 |
|