Sequoia Financial Advisors’s Vulcan Materials VMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $678K | Buy |
2,600
+468
| +22% | +$122K | ﹤0.01% | 856 |
|
2025
Q1 | $497K | Sell |
2,132
-118
| -5% | -$27.5K | ﹤0.01% | 852 |
|
2024
Q4 | $579K | Buy |
2,250
+263
| +13% | +$67.7K | 0.01% | 746 |
|
2024
Q3 | $498K | Buy |
1,987
+44
| +2% | +$11K | 0.01% | 746 |
|
2024
Q2 | $483K | Buy |
1,943
+187
| +11% | +$46.5K | 0.01% | 701 |
|
2024
Q1 | $479K | Sell |
1,756
-524
| -23% | -$143K | 0.01% | 698 |
|
2023
Q4 | $518K | Buy |
2,280
+1,185
| +108% | +$269K | 0.01% | 717 |
|
2023
Q3 | $221K | Buy |
1,095
+34
| +3% | +$6.87K | ﹤0.01% | 812 |
|
2023
Q2 | $239K | Buy |
+1,061
| New | +$239K | ﹤0.01% | 784 |
|
2023
Q1 | – | Sell |
-1,148
| Closed | -$201K | – | 870 |
|
2022
Q4 | $201K | Buy |
+1,148
| New | +$201K | ﹤0.01% | 733 |
|