WJWM
Williams Jones Wealth Management’s Vulcan Materials VMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Buy |
2,280
+1
| +0% | +$261 | 0.01% | 323 |
|
|
2025
Q1 | $532K | Hold |
2,279
| – | – | 0.01% | 327 |
|
|
2024
Q4 | $586K | Hold |
2,279
| – | – | 0.01% | 320 |
|
|
2024
Q3 | $571K | Hold |
2,279
| – | – | 0.01% | 331 |
|
|
2024
Q2 | $567K | Sell |
2,279
-400
| -15% | -$99.5K | 0.01% | 326 |
|
|
2024
Q1 | $731K | Buy |
2,679
+550
| +26% | +$150K | 0.01% | 298 |
|
|
2023
Q4 | $483K | Hold |
2,129
| – | – | 0.01% | 349 |
|
|
2023
Q3 | $430K | Sell |
2,129
-18
| -0.8% | -$3.64K | 0.01% | 363 |
|
|
2023
Q2 | $484K | Hold |
2,147
| – | – | 0.01% | 348 |
|
|
2023
Q1 | $368K | Sell |
2,147
-12
| -0.6% | -$2.06K | 0.01% | 418 |
|
|
2022
Q4 | $378K | Buy |
2,159
+12
| +0.6% | +$2.1K | 0.01% | 405 |
|
|
2022
Q3 | $339K | Hold |
2,147
| – | – | 0.01% | 424 |
|
|
2022
Q2 | $305K | Hold |
2,147
| – | – | ﹤0.01% | 454 |
|
|
2022
Q1 | $394K | Buy |
+2,147
| New | +$394K | 0.01% | 385 |
|