Centric Wealth Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,114
| Closed | -$2.24M | – | 187 |
|
|
2024
Q3 | $2.24M | Buy |
16,114
+585
| +4% | +$81.1K | 0.59% | 58 |
|
|
2024
Q2 | $2.47M | Buy |
15,529
+748
| +5% | +$119K | 0.71% | 44 |
|
|
2024
Q1 | $2.36M | Buy |
14,781
+1,022
| +7% | +$163K | 0.75% | 42 |
|
|
2023
Q4 | $1.93M | Buy |
13,759
+1,431
| +12% | +$201K | 0.64% | 48 |
|
|
2023
Q3 | $1.75M | Buy |
+12,328
| New | +$1.75M | 0.73% | 39 |
|
|
2023
Q1 | – | Sell |
-1,626
| Closed | -$206K | – | 112 |
|
|
2022
Q4 | $206K | Buy |
+1,626
| New | +$206K | 0.1% | 96 |
|