Thurston Springer Miller Herd & Titak’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	$1.07M	Buy	3,292 +721	+28%	+$235K	0.14%	167
2025 Q1	$734K	Buy	2,571 +709	+38%	+$202K	0.12%	158
2024 Q4	$571K	Buy	1,862 +1,860	+93,000%	+$570K	0.12%	167
2024 Q3	$579	Hold	2	–	–	﹤0.01%	1466
2024 Q2	$548	Buy	+2	New	+$548	﹤0.01%	1451