Provenance Wealth Advisors’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 | $27.1K | Sell |
83
-350
| -81% | -$114K | ﹤0.01% | 248 |
|
|
2025
Q1 | $124K | Sell |
433
-415
| -49% | -$118K | 0.02% | 166 |
|
|
2024
Q4 | $260K | Sell |
848
-2,685
| -76% | -$823K | 0.03% | 128 |
|
|
2024
Q3 | $1.02M | Sell |
3,533
-40
| -1% | -$11.6K | 0.13% | 66 |
|
|
2024
Q2 | $981K | Buy |
3,573
+33
| +0.9% | +$9.06K | 0.14% | 64 |
|
|
2024
Q1 | $808K | Buy |
3,540
+220
| +7% | +$50.2K | 0.11% | 69 |
|
|
2023
Q4 | $775K | Buy |
3,320
+170
| +5% | +$39.7K | 0.1% | 72 |
|
|
2023
Q3 | $757K | Buy |
+3,150
| New | +$757K | 0.12% | 66 |
|