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Moran Wealth Management, LLC → USLM
Moran Wealth Management, LLC USLM Position History
United States Lime & Minerals, Inc. • Mining
Quarters held
6
Latest value
$4.4M
Q3 2026
Peak value
$4.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1M |
| Q1 2026 | $5K |
| Q1 2026 | $4.7M |
| Q2 2026 | $3.9M |
| Q2 2026 | $1K |
| Q3 2026 | $4.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.4M | 38.7K | — | — |
| Q2 2026 | $1K | 11 | — | — |
| Q2 2026 | $3.9M | 37.0K | — | — |
| Q1 2026 | $4.7M | 36.0K | — | — |
| Q1 2026 | $5K | 42 | — | — |
| Q4 2025 | $1M | 8.7K | — | — |