Strategic Wealth Partners’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 | $6.98M | Buy |
+26,781
| New | +$6.98M | 0.55% | 61 |
|
|
2024
Q4 | $5.93M | Buy |
22,006
+4,696
| +27% | +$1.26M | 0.49% | 72 |
|
|
2024
Q3 | $4.34M | Sell |
17,310
-361
| -2% | -$90.4K | 0.42% | 72 |
|
|
2024
Q2 | $4.39M | Buy |
17,671
+725
| +4% | +$180K | 0.46% | 74 |
|
|
2024
Q1 | $4.62M | Buy |
16,946
+1,351
| +9% | +$369K | 0.51% | 70 |
|
|
2023
Q4 | $3.54M | Buy |
15,595
+3,650
| +31% | +$829K | 0.44% | 76 |
|
|
2023
Q3 | $2.41M | Buy |
11,945
+153
| +1% | +$30.9K | 0.32% | 91 |
|
|
2023
Q2 | $2.66M | Buy |
11,792
+218
| +2% | +$49.1K | 0.34% | 89 |
|
|
2023
Q1 | $1.99M | Buy |
11,574
+720
| +7% | +$124K | 0.3% | 95 |
|
|
2022
Q4 | $1.9M | Buy |
10,854
+1,084
| +11% | +$190K | 0.35% | 86 |
|
|
2022
Q3 | $1.54M | Buy |
9,770
+561
| +6% | +$88.5K | 0.33% | 100 |
|
|
2022
Q2 | $1.31M | Sell |
9,209
-161
| -2% | -$22.9K | 0.28% | 106 |
|
|
2022
Q1 | $1.72M | Buy |
9,370
+865
| +10% | +$159K | 0.34% | 100 |
|
|
2021
Q4 | $1.77M | Buy |
8,505
+588
| +7% | +$122K | 0.33% | 98 |
|
|
2021
Q3 | $1.34M | Buy |
7,917
+1,669
| +27% | +$282K | 0.39% | 70 |
|
|
2021
Q2 | $1.09M | Buy |
6,248
+144
| +2% | +$25.1K | 0.36% | 79 |
|
|
2021
Q1 | $1.03M | Buy |
6,104
+336
| +6% | +$56.7K | 0.41% | 63 |
|
|
2020
Q4 | $855K | Buy |
5,768
+802
| +16% | +$119K | 0.36% | 73 |
|
|
2020
Q3 | $673K | Buy |
+4,966
| New | +$673K | 0.34% | 73 |
|
|
2018
Q2 | – | Sell |
-114
| Closed | -$13K | – | 836 |
|
|
2018
Q1 | $13K | Hold |
114
| – | – | 0.01% | 458 |
|
|
2017
Q4 | $15K | Buy |
+114
| New | +$15K | 0.01% | 419 |
|