Capital Investment Counsel Inc’s Value Line VALU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $387K | Sell |
9,874
-900
| -8% | -$35.2K | 0.05% | 136 |
|
2025
Q1 | $417K | Sell |
10,774
-500
| -4% | -$19.3K | 0.06% | 119 |
|
2024
Q4 | $595K | Hold |
11,274
| – | – | 0.09% | 101 |
|
2024
Q3 | $524K | Hold |
11,274
| – | – | 0.08% | 111 |
|
2024
Q2 | $486K | Buy |
11,274
+4,100
| +57% | +$177K | 0.07% | 114 |
|
2024
Q1 | $291K | Hold |
7,174
| – | – | 0.05% | 150 |
|
2023
Q4 | $350K | Buy |
+7,174
| New | +$350K | 0.06% | 131 |
|