Choate Investment Advisors’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,487
| Closed | -$254K | – | 410 |
|
|
2024
Q1 | $254K | Sell |
1,487
-426
| -22% | -$72.7K | 0.01% | 356 |
|
|
2023
Q4 | $249K | Buy |
1,913
+479
| +33% | +$62.3K | 0.01% | 330 |
|
|
2023
Q3 | $203K | Buy |
+1,434
| New | +$203K | 0.01% | 346 |
|
|
2018
Q2 | – | Sell |
-2,351
| Closed | -$218K | – | 236 |
|
|
2018
Q1 | $218K | Sell |
2,351
-100
| -4% | -$9.28K | 0.01% | 220 |
|
|
2017
Q4 | $225K | Sell |
2,451
-359
| -13% | -$33K | 0.01% | 225 |
|
|
2017
Q3 | $216K | Buy |
+2,810
| New | +$216K | 0.01% | 234 |
|
|
2017
Q2 | – | Sell |
-4,828
| Closed | -$320K | – | 254 |
|
|
2017
Q1 | $320K | Sell |
4,828
-19
| -0.4% | -$1.26K | 0.02% | 204 |
|
|
2016
Q4 | $331K | Buy |
+4,847
| New | +$331K | 0.02% | 189 |
|
|
2016
Q2 | – | Sell |
-5,349
| Closed | -$343K | – | 252 |
|
|
2016
Q1 | $343K | Buy |
+5,349
| New | +$343K | 0.02% | 186 |
|