Wealthspire Advisors (New York)’s Vulcan Materials VMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $346K | Sell |
1,326
-65
| -5% | -$17K | ﹤0.01% | 626 |
|
2025
Q1 | $325K | Sell |
1,391
-317
| -19% | -$74K | ﹤0.01% | 623 |
|
2024
Q4 | $439K | Buy |
1,708
+204
| +14% | +$52.5K | ﹤0.01% | 546 |
|
2024
Q3 | $377K | Buy |
1,504
+143
| +11% | +$35.8K | ﹤0.01% | 564 |
|
2024
Q2 | $338K | Sell |
1,361
-32
| -2% | -$7.96K | ﹤0.01% | 511 |
|
2024
Q1 | $380K | Sell |
1,393
-118
| -8% | -$32.2K | 0.01% | 479 |
|
2023
Q4 | $343K | Sell |
1,511
-96
| -6% | -$21.8K | ﹤0.01% | 497 |
|
2023
Q3 | $325K | Sell |
1,607
-122
| -7% | -$24.6K | 0.01% | 470 |
|
2023
Q2 | $390K | Buy |
1,729
+11
| +0.6% | +$2.48K | 0.01% | 413 |
|
2023
Q1 | $295K | Buy |
1,718
+12
| +0.7% | +$2.06K | 0.01% | 446 |
|
2022
Q4 | $299K | Buy |
1,706
+166
| +11% | +$29.1K | 0.01% | 456 |
|
2022
Q3 | $243K | Sell |
1,540
-220
| -13% | -$34.7K | 0.01% | 446 |
|
2022
Q2 | $250K | Buy |
1,760
+44
| +3% | +$6.25K | 0.01% | 436 |
|
2022
Q1 | $315K | Sell |
1,716
-709
| -29% | -$130K | 0.01% | 342 |
|
2021
Q4 | $503K | Buy |
2,425
+57
| +2% | +$11.8K | 0.01% | 322 |
|
2021
Q3 | $401K | Buy |
+2,368
| New | +$401K | 0.01% | 400 |
|
2021
Q2 | – | Sell |
-4,000
| Closed | -$675K | – | 657 |
|
2021
Q1 | $675K | Buy |
4,000
+2,552
| +176% | +$431K | 0.02% | 333 |
|
2020
Q4 | $215K | Buy |
+1,448
| New | +$215K | 0.01% | 533 |
|
2019
Q1 | – | Sell |
-118
| Closed | -$12K | – | 771 |
|
2018
Q4 | $12K | Buy |
+118
| New | +$12K | ﹤0.01% | 466 |
|