HHM Wealth Advisors’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15.5K | Buy |
1,031
+331
| +47% | +$5.39K | ﹤0.01% | 566 |
|
|
2026
Q1 | $11.1K | Hold |
700
| – | – | ﹤0.01% | 626 |
|
|
2025
Q4 | $9.12K | Buy |
+700
| New | +$8.5K | ﹤0.01% | 630 |
|
|
2025
Q3 | – | Sell |
-700
| Closed | -$6.8K | – | 938 |
|
|
2025
Q2 | $6.8K | Hold |
700
| – | – | ﹤0.01% | 659 |
|
|
2025
Q1 | $6.99K | Hold |
700
| – | – | ﹤0.01% | 636 |
|
|
2024
Q4 | $6.21K | Hold |
700
| – | – | ﹤0.01% | 655 |
|
|
2024
Q3 | $8.18K | Hold |
700
| – | – | ﹤0.01% | 593 |
|
|
2024
Q2 | $7.82K | Sell |
700
-663
| -49% | -$7.97K | ﹤0.01% | 588 |
|
|
2024
Q1 | $16.6K | Sell |
1,363
-135
| -9% | -$1.82K | ﹤0.01% | 442 |
|
|
2023
Q4 | $23.8K | Hold |
1,498
| – | – | ﹤0.01% | 391 |
|
|
2023
Q3 | $20.1K | Hold |
1,498
| – | – | ﹤0.01% | 400 |
|
|
2023
Q2 | $20.1K | Hold |
1,498
| – | – | ﹤0.01% | 420 |
|
|
2023
Q1 | $23.6K | Buy |
+1,498
| New | +$25.4K | ﹤0.01% | 395 |
|
|
2022
Q4 | – | Sell |
-1,473
| Closed | -$20K | – | 749 |
|
|
2022
Q3 | $20K | Buy |
1,473
+122
| +9% | +$1.6K | 0.01% | 347 |
|
|
2022
Q2 | $20K | Buy |
1,351
+521
| +63% | +$8.9K | 0.01% | 427 |
|
|
2022
Q1 | $17K | Hold |
830
| – | – | ﹤0.01% | 463 |
|
|
2021
Q4 | $12K | Hold |
830
| – | – | ﹤0.01% | 500 |
|
|
2021
Q3 | $12K | Buy |
830
+130
| +19% | +$2.55K | ﹤0.01% | 483 |
|
|
2021
Q2 | $16K | Hold |
700
| – | – | ﹤0.01% | 430 |
|
|
2021
Q1 | $12K | Hold |
700
| – | – | ﹤0.01% | 437 |
|
|
2020
Q4 | $12K | Hold |
700
| – | – | ﹤0.01% | 409 |
|
|
2020
Q3 | $7K | Hold |
700
| – | – | ﹤0.01% | 416 |
|
|
2020
Q2 | $7K | Hold |
700
| – | – | ﹤0.01% | 389 |
|
|
2020
Q1 | $6K | Buy |
+700
| New | +$7.62K | ﹤0.01% | 383 |
|
Other funds holding VALE
QCM
ARG
1WA
RWA
VC
GIC
WPC
SWM
MNBTD