Yarbrough Capital’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 | – | Sell |
-3,730
| Closed | -$1.06M | – | 200 |
|
|
2025
Q1 | $1.06M | Buy |
3,730
+1,110
| +42% | +$317K | 0.05% | 91 |
|
|
2024
Q4 | $803K | Hold |
2,620
| – | – | 0.03% | 105 |
|
|
2024
Q3 | $760K | Buy |
2,620
+1,332
| +103% | +$386K | 0.03% | 108 |
|
|
2024
Q2 | $353K | Hold |
1,288
| – | – | 0.01% | 157 |
|
|
2024
Q1 | $294K | Sell |
1,288
-1,572
| -55% | -$359K | 0.01% | 180 |
|
|
2023
Q4 | $668K | Hold |
2,860
| – | – | 0.04% | 112 |
|
|
2023
Q3 | $687K | Buy |
2,860
+1,288
| +82% | +$309K | 0.04% | 106 |
|
|
2023
Q2 | $458K | Hold |
1,572
| – | – | 0.03% | 145 |
|
|
2023
Q1 | $502K | Hold |
1,572
| – | – | 0.04% | 128 |
|
|
2022
Q4 | $520K | Sell |
1,572
-1,604
| -51% | -$530K | 0.04% | 101 |
|
|
2022
Q3 | $853K | Hold |
3,176
| – | – | 0.07% | 91 |
|
|
2022
Q2 | $713K | Sell |
3,176
-791
| -20% | -$178K | 0.05% | 94 |
|
|
2022
Q1 | $947K | Buy |
3,967
+2,363
| +147% | +$564K | 0.05% | 101 |
|
|
2021
Q4 | $402K | Buy |
+1,604
| New | +$402K | 0.02% | 159 |
|