Atria Wealth Solutions’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
7,767
-9,382
| -55% | -$1.27M | 0.02% | 616 |
|
|
2025
Q1 | $2.26M | Sell |
17,149
-7,885
| -31% | -$1.04M | 0.03% | 582 |
|
|
2024
Q4 | $3.07M | Buy |
25,034
+749
| +3% | +$91.8K | 0.03% | 498 |
|
|
2024
Q3 | $3.28M | Sell |
24,285
-1,749
| -7% | -$236K | 0.04% | 467 |
|
|
2024
Q2 | $4.08M | Sell |
26,034
-3,424
| -12% | -$537K | 0.05% | 384 |
|
|
2024
Q1 | $5.03M | Buy |
29,458
+5,203
| +21% | +$888K | 0.06% | 335 |
|
|
2023
Q4 | $3.15M | Sell |
24,255
-284
| -1% | -$36.9K | 0.04% | 450 |
|
|
2023
Q3 | $3.48M | Sell |
24,539
-165
| -0.7% | -$23.4K | 0.05% | 390 |
|
|
2023
Q2 | $2.9M | Sell |
24,704
-15,199
| -38% | -$1.78M | 0.04% | 450 |
|
|
2023
Q1 | $5.57M | Buy |
39,903
+13,635
| +52% | +$1.9M | 0.08% | 244 |
|
|
2022
Q4 | $3.33M | Sell |
26,268
-2,810
| -10% | -$356K | 0.05% | 354 |
|
|
2022
Q3 | $3.11M | Buy |
29,078
+1,610
| +6% | +$172K | 0.05% | 338 |
|
|
2022
Q2 | $2.92M | Sell |
27,468
-97
| -0.4% | -$10.3K | 0.05% | 332 |
|
|
2022
Q1 | $2.8M | Buy |
+27,565
| New | +$2.8M | 0.05% | 390 |
|