RWM
Ritholtz Wealth Management’s Vale VALE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.06M | Buy |
314,721
+14,010
| +5% | +$136K | 0.07% | 197 |
|
|
2025
Q1 | $3M | Buy |
300,711
+72,551
| +32% | +$724K | 0.09% | 163 |
|
|
2024
Q4 | $2.02M | Buy |
228,160
+33,285
| +17% | +$295K | 0.06% | 233 |
|
|
2024
Q3 | $2.28M | Buy |
194,875
+32,797
| +20% | +$383K | 0.07% | 203 |
|
|
2024
Q2 | $1.81M | Buy |
162,078
+7,937
| +5% | +$88.7K | 0.06% | 222 |
|
|
2024
Q1 | $1.88M | Buy |
154,141
+6,334
| +4% | +$77.2K | 0.06% | 210 |
|
|
2023
Q4 | $2.34M | Buy |
147,807
+25,859
| +21% | +$410K | 0.09% | 138 |
|
|
2023
Q3 | $1.63M | Buy |
121,948
+3,085
| +3% | +$41.3K | 0.07% | 178 |
|
|
2023
Q2 | $1.6M | Sell |
118,863
-7,700
| -6% | -$103K | 0.07% | 179 |
|
|
2023
Q1 | $2M | Sell |
126,563
-22,703
| -15% | -$358K | 0.1% | 130 |
|
|
2022
Q4 | $2.53M | Buy |
149,266
+33,604
| +29% | +$570K | 0.14% | 101 |
|
|
2022
Q3 | $1.54M | Sell |
115,662
-15,348
| -12% | -$204K | 0.08% | 175 |
|
|
2022
Q2 | $1.92M | Buy |
131,010
+17,074
| +15% | +$250K | 0.12% | 99 |
|
|
2022
Q1 | $2.28M | Buy |
113,936
+51,227
| +82% | +$1.02M | 0.15% | 73 |
|
|
2021
Q4 | $879K | Buy |
62,709
+40,799
| +186% | +$572K | 0.05% | 191 |
|
|
2021
Q3 | $306K | Buy |
21,910
+4,377
| +25% | +$61.1K | 0.02% | 367 |
|
|
2021
Q2 | $400K | Buy |
17,533
+6,951
| +66% | +$159K | 0.03% | 305 |
|
|
2021
Q1 | $184K | Buy |
+10,582
| New | +$184K | 0.02% | 413 |
|