Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-17,515
Closed -$190K 663
2025
Q3
$190K Buy
17,515
+1,000
+6% +$10.2K ﹤0.01% 586
2025
Q2
$160K Hold
16,515
﹤0.01% 568
2025
Q1
$164K Buy
16,515
+550
+3% +$5.2K ﹤0.01% 544
2024
Q4
$141K Sell
15,965
-7,400
-32% -$75.3K ﹤0.01% 553
2024
Q3
$273K Buy
23,365
+1,775
+8% +$19K ﹤0.01% 501
2024
Q2
$242K Hold
21,590
﹤0.01% 523
2024
Q1
$263K Buy
+21,590
New +$291K ﹤0.01% 510
2023
Q4
Sell
-22,840
Closed -$307K 642
2023
Q3
$307K Buy
+22,840
New +$311K ﹤0.01% 472
2022
Q4
Sell
-12,375
Closed -$165K 438
2022
Q3
$165K Hold
12,375
﹤0.01% 381
2022
Q2
$181K Sell
12,375
-17,000
-58% -$290K ﹤0.01% 393
2022
Q1
$587K Buy
+29,375
New +$509K 0.01% 288
2016
Q1
Sell
-40,100
Closed -$98K 309
2015
Q4
$98K Hold
40,100
0.01% 282
2015
Q3
$168K Hold
40,100
0.01% 281
2015
Q2
$236K Sell
40,100
-2,100
-5% -$14.1K 0.02% 271
2015
Q1
$238K Hold
42,200
0.02% 274
2014
Q4
$345K Buy
42,200
+29,350
+228% +$275K 0.02% 240
2014
Q3
$141K Buy
12,850
+2,000
+18% +$26.7K 0.01% 287
2014
Q2
$144K Sell
10,850
-1,970
-15% -$26.6K 0.01% 271
2014
Q1
$177K Sell
12,820
-6,600
-34% -$90.2K 0.01% 262
2013
Q4
$296K Sell
19,420
-2,000
-9% -$31.1K 0.03% 174
2013
Q3
$334K Sell
21,420
-2,575
-11% -$38.1K 0.04% 197
2013
Q2
$316K Buy
+23,995
New +$377K 0.04% 184

Other funds holding VALE