Whittier Trust’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 | $273K | Hold |
1,046
| – | – | ﹤0.01% | 599 |
|
|
2025
Q1 | $244K | Hold |
1,046
| – | – | ﹤0.01% | 617 |
|
|
2024
Q4 | $269K | Buy |
1,046
+71
| +7% | +$18.3K | ﹤0.01% | 607 |
|
|
2024
Q3 | $244K | Sell |
975
-34
| -3% | -$8.52K | ﹤0.01% | 645 |
|
|
2024
Q2 | $251K | Buy |
1,009
+38
| +4% | +$9.45K | ﹤0.01% | 612 |
|
|
2024
Q1 | $265K | Hold |
971
| – | – | ﹤0.01% | 593 |
|
|
2023
Q4 | $220K | Sell |
971
-10
| -1% | -$2.27K | ﹤0.01% | 628 |
|
|
2023
Q3 | $198K | Sell |
981
-101
| -9% | -$20.4K | ﹤0.01% | 623 |
|
|
2023
Q2 | $244K | Hold |
1,082
| – | – | ﹤0.01% | 594 |
|
|
2023
Q1 | $186K | Hold |
1,082
| – | – | ﹤0.01% | 676 |
|
|
2022
Q4 | $189K | Sell |
1,082
-26
| -2% | -$4.55K | ﹤0.01% | 658 |
|
|
2022
Q3 | $175K | Buy |
1,108
+106
| +11% | +$16.7K | ﹤0.01% | 668 |
|
|
2022
Q2 | $142K | Buy |
1,002
+5
| +0.5% | +$709 | ﹤0.01% | 718 |
|
|
2022
Q1 | $183K | Sell |
997
-51
| -5% | -$9.36K | ﹤0.01% | 691 |
|
|
2021
Q4 | $218K | Hold |
1,048
| – | – | ﹤0.01% | 657 |
|
|
2021
Q3 | $177K | Hold |
1,048
| – | – | ﹤0.01% | 664 |
|
|
2021
Q2 | $182K | Buy |
1,048
+971
| +1,261% | +$169K | ﹤0.01% | 676 |
|
|
2021
Q1 | $13K | Hold |
77
| – | – | ﹤0.01% | 1216 |
|
|
2020
Q4 | $11K | Buy |
77
+22
| +40% | +$3.14K | ﹤0.01% | 1147 |
|
|
2020
Q3 | $7K | Buy |
+55
| New | +$7K | ﹤0.01% | 1186 |
|
|
2020
Q2 | – | Sell |
-323
| Closed | -$35K | – | 1516 |
|
|
2020
Q1 | $35K | Hold |
323
| – | – | ﹤0.01% | 876 |
|
|
2019
Q4 | $47K | Buy |
+323
| New | +$47K | ﹤0.01% | 862 |
|
|
2019
Q3 | – | Sell |
-6
| Closed | -$1K | – | 1594 |
|
|
2019
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1333 |
|
|
2019
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 1352 |
|
|
2018
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1305 |
|
|
2018
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1249 |
|
|
2018
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1241 |
|
|
2018
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 1291 |
|
|
2017
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1258 |
|
|
2017
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1296 |
|
|
2017
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 1229 |
|
|
2017
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1325 |
|