WealthPlan Investment Management’s Valmont Industries VMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.85M	Buy	24,641 +90	+0.4%	+$39.3K	0.55%	46
2025 Q4	$9.88M	Sell	24,551 -51	-0.2%	-$20.8K	0.63%	44
2025 Q3	$9.54M	Buy	24,602 +60	+0.2%	+$21.8K	0.63%	58
2025 Q2	$8.01M	Buy	24,542 +57	+0.2%	+$17.5K	0.58%	63
2025 Q1	$6.99M	Buy	24,485 +45	+0.2%	+$14.7K	0.69%	57
2024 Q4	$7.5M	Buy	24,440 +48	+0.2%	+$15.5K	0.74%	49
2024 Q3	$7.07M	Buy	24,392 +266	+1%	+$74.5K	0.72%	52
2024 Q2	$6.62M	Buy	24,126 +35	+0.1%	+$8.53K	1%	40
2024 Q1	$5.5M	Buy	24,091 +63	+0.3%	+$14.1K	0.84%	52
2023 Q4	$5.61M	Sell	24,028 -542	-2%	-$119K	0.9%	47
2023 Q3	$5.9M	Buy	24,570 +12,413	+102%	+$3.19M	1.04%	42
2023 Q2	$3.54M	Sell	12,157 -14,064	-54%	-$4.06M	1.06%	40
2023 Q1	$8.37M	Sell	26,221 -96	-0.4%	-$30.6K	1.44%	28
2022 Q4	$8.51M	Buy	26,317 +43	+0.2%	+$13.6K	0.6%	53
2022 Q3	$8.61M	Buy	+26,274	New	+$6.94M	0.63%	55
2022 Q1	$6.51M	Buy	+26,160	New	+$5.95M	0.45%	66