PYA Waltman Capital’s Vulcan Materials VMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-446	Closed	-$70K	–	188
2022 Q3	$70K	Hold	446	–	–	0.04%	88
2022 Q2	$63K	Hold	446	–	–	0.04%	99
2022 Q1	$82K	Hold	446	–	–	0.04%	86
2021 Q4	$93K	Buy	+446	New	+$93K	0.05%	73