Perigon Wealth Management’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Buy |
66,555
+5,442
| +9% | +$52.8K | 0.02% | 604 |
|
|
2025
Q1 | $610K | Buy |
+61,113
| New | +$610K | 0.02% | 584 |
|
|
2023
Q4 | – | Sell |
-17,689
| Closed | -$237K | – | 873 |
|
|
2023
Q3 | $237K | Sell |
17,689
-26,902
| -60% | -$360K | 0.01% | 674 |
|
|
2023
Q2 | $598K | Sell |
44,591
-21,748
| -33% | -$292K | 0.02% | 412 |
|
|
2023
Q1 | $1.05M | Sell |
66,339
-3,293
| -5% | -$52K | 0.06% | 260 |
|
|
2022
Q4 | $1.18M | Buy |
69,632
+145
| +0.2% | +$2.46K | 0.07% | 241 |
|
|
2022
Q3 | $926K | Buy |
69,487
+12,532
| +22% | +$167K | 0.08% | 214 |
|
|
2022
Q2 | $833K | Buy |
56,955
+16,033
| +39% | +$234K | 0.07% | 235 |
|
|
2022
Q1 | $818K | Buy |
40,922
+27,307
| +201% | +$546K | 0.06% | 265 |
|
|
2021
Q4 | $191K | Buy |
+13,615
| New | +$191K | 0.01% | 559 |
|
|
2017
Q1 | – | Sell |
-943
| Closed | -$10K | – | 714 |
|
|
2016
Q4 | $10K | Hold |
943
| – | – | ﹤0.01% | 563 |
|
|
2016
Q3 | $5K | Buy |
+943
| New | +$5K | ﹤0.01% | 565 |
|