Laird Norton Wetherby Wealth Management’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $431K | Sell |
39,664
-1,247
| -3% | -$12.7K | 0.02% | 631 |
|
|
2025
Q2 | $397K | Buy |
+40,911
| New | +$385K | 0.02% | 642 |
|
|
2024
Q4 | $471K | Buy |
53,122
+6,281
| +13% | +$63.9K | 0.02% | 549 |
|
|
2024
Q3 | $547K | Buy |
46,841
+376
| +0.8% | +$4.03K | 0.03% | 528 |
|
|
2024
Q2 | $519K | Sell |
46,465
-10,718
| -19% | -$129K | 0.02% | 525 |
|
|
2024
Q1 | $697K | Sell |
57,183
-6,794
| -11% | -$91.7K | 0.03% | 456 |
|
|
2023
Q4 | $1.01M | Sell |
63,977
-2,260
| -3% | -$32.4K | 0.05% | 353 |
|
|
2023
Q3 | $888K | Buy |
66,237
+1,357
| +2% | +$18.5K | 0.05% | 355 |
|
|
2023
Q2 | $871K | Sell |
64,880
-7,732
| -11% | -$109K | 0.05% | 367 |
|
|
2023
Q1 | $1.15M | Sell |
72,612
-1,806
| -2% | -$30.6K | 0.07% | 310 |
|
|
2022
Q4 | $1.26M | Buy |
74,418
+4,538
| +6% | +$68.2K | 0.08% | 275 |
|
|
2022
Q3 | $931K | Sell |
69,880
-3,261
| -4% | -$42.9K | 0.07% | 309 |
|
|
2022
Q2 | $1.07M | Buy |
73,141
+16,321
| +29% | +$279K | 0.07% | 280 |
|
|
2022
Q1 | $1.14M | Buy |
56,820
+8,764
| +18% | +$152K | 0.07% | 280 |
|
|
2021
Q4 | $674K | Buy |
48,056
+929
| +2% | +$12.3K | 0.04% | 414 |
|
|
2021
Q3 | $657K | Sell |
47,127
-251
| -0.5% | -$4.92K | 0.04% | 414 |
|
|
2021
Q2 | $1.08M | Buy |
47,378
+2,905
| +7% | +$60.7K | 0.07% | 277 |
|
|
2021
Q1 | $773K | Sell |
44,473
-648
| -1% | -$11.3K | 0.06% | 320 |
|
|
2020
Q4 | $756K | Buy |
45,121
+2,983
| +7% | +$39.8K | 0.05% | 344 |
|
|
2020
Q3 | $446K | Buy |
42,138
+832
| +2% | +$9.34K | 0.04% | 410 |
|
|
2020
Q2 | $426K | Buy |
41,306
+1,569
| +4% | +$14.4K | 0.04% | 400 |
|
|
2020
Q1 | $329K | Buy |
39,737
+5,011
| +14% | +$54.6K | 0.04% | 427 |
|
|
2019
Q4 | $459K | Sell |
34,726
-3,740
| -10% | -$44.9K | 0.05% | 430 |
|
|
2019
Q3 | $443K | Buy |
38,466
+1,068
| +3% | +$12.9K | 0.05% | 439 |
|
|
2019
Q2 | $502K | Buy |
37,398
+2,713
| +8% | +$34.8K | 0.06% | 393 |
|
|
2019
Q1 | $453K | Sell |
34,685
-1,332
| -4% | -$17.2K | 0.06% | 393 |
|
|
2018
Q4 | $475K | Buy |
36,017
+339
| +1% | +$4.84K | 0.07% | 346 |
|
|
2018
Q3 | $529K | Buy |
35,678
+4,047
| +13% | +$54.6K | 0.07% | 348 |
|
|
2018
Q2 | $405K | Sell |
31,631
-94
| -0.3% | -$1.28K | 0.05% | 396 |
|
|
2018
Q1 | $403K | Buy |
31,725
+1,159
| +4% | +$15.3K | 0.06% | 409 |
|
|
2017
Q4 | $374K | Buy |
30,566
+920
| +3% | +$9.77K | 0.05% | 427 |
|
|
2017
Q3 | $299K | Buy |
29,646
+852
| +3% | +$8.57K | 0.04% | 457 |
|
|
2017
Q2 | $252K | Sell |
28,794
-958
| -3% | -$8.14K | 0.04% | 476 |
|
|
2017
Q1 | $283K | Buy |
29,752
+1,757
| +6% | +$17.5K | 0.05% | 439 |
|
|
2016
Q4 | $213K | Buy |
27,995
+2,753
| +11% | +$20.2K | 0.04% | 489 |
|
|
2016
Q3 | $138K | Buy |
25,242
+1,490
| +6% | +$8.18K | 0.03% | 502 |
|
|
2016
Q2 | $120K | Buy |
23,752
+2,047
| +9% | +$9.58K | 0.03% | 494 |
|
|
2016
Q1 | $92K | Buy |
21,705
+5,223
| +32% | +$16.2K | 0.02% | 474 |
|
|
2015
Q4 | $54K | Sell |
16,482
-6,240
| -27% | -$24.9K | 0.01% | 459 |
|
|
2015
Q3 | $95K | Sell |
22,722
-2,462
| -10% | -$12.6K | 0.02% | 439 |
|
|
2015
Q2 | $148K | Sell |
25,184
-893
| -3% | -$5.98K | 0.04% | 451 |
|
|
2015
Q1 | $147K | Buy |
26,077
+9,457
| +57% | +$68.6K | 0.04% | 448 |
|
|
2014
Q4 | $136K | Buy |
+16,620
| New | +$156K | 0.03% | 436 |
|
|
2014
Q3 | – | Sell |
-11,240
| Closed | -$149K | – | 442 |
|
|
2014
Q2 | $149K | Sell |
11,240
-315
| -3% | -$4.25K | 0.04% | 415 |
|
|
2014
Q1 | $160K | Sell |
11,555
-4,845
| -30% | -$66.2K | 0.05% | 405 |
|
|
2013
Q4 | $250K | Sell |
16,400
-1,225
| -7% | -$19.1K | 0.07% | 338 |
|
|
2013
Q3 | $275K | Buy |
+17,625
| New | +$261K | 0.09% | 295 |
|
Other funds holding VALE
