Oppenheimer & Co’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 | $848K | Buy |
21,650
+500
| +2% | +$19.6K | 0.01% | 935 |
|
|
2025
Q1 | $818K | Buy |
21,150
+15,650
| +285% | +$605K | 0.01% | 889 |
|
|
2024
Q4 | $290K | Sell |
5,500
-645
| -10% | -$34.1K | ﹤0.01% | 1282 |
|
|
2024
Q3 | $286K | Buy |
6,145
+545
| +10% | +$25.3K | ﹤0.01% | 1256 |
|
|
2024
Q2 | $241K | Sell |
5,600
-150
| -3% | -$6.46K | ﹤0.01% | 1273 |
|
|
2024
Q1 | $233K | Hold |
5,750
| – | – | ﹤0.01% | 1283 |
|
|
2023
Q4 | $280K | Buy |
+5,750
| New | +$280K | 0.01% | 1167 |
|