WealthPlan Investment Management’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 | $8.01M | Buy |
24,542
+57
| +0.2% | +$18.6K | 0.58% | 63 |
|
|
2025
Q1 | $6.99M | Buy |
24,485
+45
| +0.2% | +$12.8K | 0.69% | 57 |
|
|
2024
Q4 | $7.5M | Buy |
24,440
+48
| +0.2% | +$14.7K | 0.74% | 49 |
|
|
2024
Q3 | $7.07M | Buy |
24,392
+266
| +1% | +$77.1K | 0.72% | 52 |
|
|
2024
Q2 | $6.62M | Buy |
24,126
+35
| +0.1% | +$9.61K | 1% | 40 |
|
|
2024
Q1 | $5.5M | Buy |
24,091
+63
| +0.3% | +$14.4K | 0.84% | 52 |
|
|
2023
Q4 | $5.61M | Sell |
24,028
-542
| -2% | -$127K | 0.9% | 47 |
|
|
2023
Q3 | $5.9M | Buy |
24,570
+12,413
| +102% | +$2.98M | 1.04% | 42 |
|
|
2023
Q2 | $3.54M | Sell |
12,157
-14,064
| -54% | -$4.09M | 1.06% | 40 |
|
|
2023
Q1 | $8.37M | Sell |
26,221
-96
| -0.4% | -$30.7K | 1.44% | 28 |
|
|
2022
Q4 | $8.51M | Buy |
26,317
+43
| +0.2% | +$13.9K | 0.6% | 53 |
|
|
2022
Q3 | $8.61M | Buy |
+26,274
| New | +$8.61M | 0.63% | 55 |
|
|
2022
Q1 | $6.51M | Buy |
+26,160
| New | +$6.51M | 0.45% | 66 |
|