TwinBeech Capital’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
Sell
-20,100
Closed -$5.74M 996
2025
Q1
$5.74M Buy
20,100
+18,033
+872% +$5.15M 0.1% 226
2024
Q4
$634K Buy
+2,067
New +$634K 0.01% 422
2024
Q2
Sell
-8,212
Closed -$1.87M 801
2024
Q1
$1.87M Buy
8,212
+2,938
+56% +$671K 0.04% 349
2023
Q4
$1.23M Buy
+5,274
New +$1.23M 0.02% 463
2023
Q3
Sell
-10,448
Closed -$3.04M 910
2023
Q2
$3.04M Buy
+10,448
New +$3.04M 0.06% 332
2022
Q3
Sell
-5,373
Closed -$1.21M 825
2022
Q2
$1.21M Buy
+5,373
New +$1.21M 0.05% 295