WealthPLAN Partners’s Valmont Industries VMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-53
| Closed | -$15.4K | – | 1147 |
|
|
2023
Q2 | $15.4K | Sell |
53
-43
| -45% | -$12.4K | ﹤0.01% | 725 |
|
|
2023
Q1 | $30.7K | Sell |
96
-26,221
| -100% | -$8.36M | ﹤0.01% | 644 |
|
|
2022
Q4 | $8.52M | Buy |
+26,317
| New | +$8.35M | 0.6% | 53 |
|
|
2022
Q1 | $6.51M | Buy |
26,160
+77
| +0.3% | +$17.5K | 0.45% | 66 |
|
|
2021
Q4 | $5.67M | Buy |
26,083
+54
| +0.2% | +$13.2K | 0.37% | 71 |
|
|
2021
Q3 | $6.71M | Buy |
26,029
+54
| +0.2% | +$12.8K | 0.45% | 66 |
|
|
2021
Q2 | $6.4M | Buy |
25,975
+56
| +0.2% | +$13.6K | 0.45% | 65 |
|
|
2021
Q1 | $6.5M | Buy |
25,919
+55
| +0.2% | +$12.2K | 0.51% | 61 |
|
|
2020
Q4 | $5.39M | Buy |
25,864
+56
| +0.2% | +$8.72K | 0.46% | 63 |
|
|
2020
Q3 | $3.99M | Buy |
25,808
+85
| +0.3% | +$10.5K | 0.39% | 72 |
|
|
2020
Q2 | $3.39M | Buy |
25,723
+98
| +0.4% | +$10.9K | 0.35% | 73 |
|
|
2020
Q1 | $2.63M | Sell |
25,625
-43
| -0.2% | -$5.58K | 0.34% | 72 |
|
|
2019
Q4 | $3.88M | Buy |
25,668
+47
| +0.2% | +$6.64K | 0.46% | 60 |
|
|
2019
Q3 | $3.63M | Buy |
25,621
+71
| +0.3% | +$9.53K | 0.5% | 59 |
|
|
2019
Q2 | $3.37M | Sell |
25,550
-6
| -0% | -$748 | 0.51% | 60 |
|
|
2019
Q1 | $3.11M | Buy |
25,556
+72
| +0.3% | +$9.29K | 0.48% | 62 |
|
|
2018
Q4 | $3.48M | Sell |
25,484
-126
| -0.5% | -$15.7K | 0.56% | 52 |
|
|
2018
Q3 | $3.16M | Buy |
25,610
+140
| +0.5% | +$19.7K | 0.58% | 48 |
|
|
2018
Q2 | $3.84M | Buy |
25,470
+8,857
| +53% | +$1.29M | 0.79% | 37 |
|
|
2018
Q1 | $2.43M | Buy |
16,613
+186
| +1% | +$29.1K | 0.53% | 51 |
|
|
2017
Q4 | $2.72M | Hold |
16,427
| – | – | 0.73% | 38 |
|
|
2017
Q3 | $2.6M | Hold |
16,427
| – | – | 0.73% | 36 |
|
|
2017
Q2 | $2.46M | Buy |
+16,427
| New | +$2.47M | 0.71% | 38 |
|
|
2016
Q3 | $6.7M | Sell |
51,263
-50,987
| -50% | -$6.72M | 2.18% | 8 |
|
|
2016
Q2 | $6.92M | Buy |
+102,250
| New | +$13.5M | 0.89% | 24 |
|
|
2015
Q4 | $6.02M | Buy |
+169,974
| New | +$18.4M | 0.98% | 20 |
|
|
2015
Q2 | $6.83M | Buy |
57,432
+170
| +0.3% | +$21K | 2.99% | 6 |
|
|
2015
Q1 | $7.03M | Buy |
+57,262
| New | +$7.02M | 3.27% | 5 |
|
Other funds holding VMI
