Financial Perspectives’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $628K | Buy |
39,456
+140
| +0.4% | +$2.19K | 0.18% | 76 |
|
|
2025
Q4 | $512K | Hold |
39,316
| – | – | 0.14% | 94 |
|
|
2025
Q3 | $427K | Buy |
39,316
+9,775
| +33% | +$99.8K | 0.12% | 108 |
|
|
2025
Q2 | $287K | Buy |
29,541
+1,901
| +7% | +$17.9K | 0.09% | 122 |
|
|
2025
Q1 | $276K | Buy |
27,640
+138
| +0.5% | +$1.3K | 0.09% | 116 |
|
|
2024
Q4 | $244K | Sell |
27,502
-8,610
| -24% | -$87.6K | 0.08% | 126 |
|
|
2024
Q3 | $422K | Buy |
36,112
+6,038
| +20% | +$64.7K | 0.15% | 89 |
|
|
2024
Q2 | $336K | Hold |
30,074
| – | – | 0.12% | 100 |
|
|
2024
Q1 | $367K | Buy |
30,074
+2,272
| +8% | +$30.7K | 0.14% | 89 |
|
|
2023
Q4 | $441K | Buy |
27,802
+7,438
| +37% | +$107K | 0.18% | 72 |
|
|
2023
Q3 | $273K | Buy |
20,364
+1,877
| +10% | +$25.5K | 0.12% | 99 |
|
|
2023
Q2 | $248K | Hold |
18,487
| – | – | 0.11% | 108 |
|
|
2023
Q1 | $292K | Buy |
18,487
+66
| +0.4% | +$1.12K | 0.14% | 93 |
|
|
2022
Q4 | $313K | Hold |
18,421
| – | – | 0.16% | 87 |
|
|
2022
Q3 | $245K | Buy |
18,421
+4,954
| +37% | +$65.2K | 0.14% | 99 |
|
|
2022
Q2 | $197K | Buy |
13,467
+679
| +5% | +$11.6K | 0.11% | 117 |
|
|
2022
Q1 | $256K | Buy |
12,788
+3,848
| +43% | +$66.6K | 0.12% | 110 |
|
|
2021
Q4 | $125K | Sell |
8,940
-1,570
| -15% | -$20.9K | 0.06% | 155 |
|
|
2021
Q3 | $147K | Buy |
10,510
+3,983
| +61% | +$78.1K | 0.07% | 143 |
|
|
2021
Q2 | $149K | Sell |
6,527
-106,912
| -94% | -$2.24M | 0.07% | 147 |
|
|
2021
Q1 | $6.53M | Buy |
+113,439
| New | +$1.98M | 0.32% | 54 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$1.32K | – | 545 |
|
|
2019
Q4 | $1.32K | Buy |
+100
| New | +$1.2K | ﹤0.01% | 471 |
|
Other funds holding VALE
