CWP
Concord Wealth Partners’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.6K | Hold |
391
| – | – | 0.01% | 336 |
|
|
2025
Q1 | $51.6K | Sell |
391
-3,713
| -90% | -$490K | 0.01% | 311 |
|
|
2024
Q4 | $503K | Buy |
4,104
+846
| +26% | +$104K | 0.08% | 141 |
|
|
2024
Q3 | $440K | Buy |
3,258
+71
| +2% | +$9.59K | 0.07% | 146 |
|
|
2024
Q2 | $500K | Buy |
3,187
+20
| +0.6% | +$3.14K | 0.09% | 139 |
|
|
2024
Q1 | $541K | Buy |
3,167
+363
| +13% | +$62K | 0.1% | 135 |
|
|
2023
Q4 | $364K | Sell |
2,804
-2,918
| -51% | -$379K | 0.07% | 149 |
|
|
2023
Q3 | $811K | Buy |
5,722
+193
| +3% | +$27.4K | 0.17% | 88 |
|
|
2023
Q2 | $649K | Buy |
5,529
+2,650
| +92% | +$311K | 0.14% | 93 |
|
|
2023
Q1 | $402K | Buy |
2,879
+1,065
| +59% | +$149K | 0.11% | 96 |
|
|
2022
Q4 | $230K | Sell |
1,814
-353
| -16% | -$44.8K | 0.07% | 149 |
|
|
2022
Q3 | $232K | Sell |
2,167
-73
| -3% | -$7.82K | 0.07% | 143 |
|
|
2022
Q2 | $238K | Buy |
2,240
+348
| +18% | +$37K | 0.07% | 144 |
|
|
2022
Q1 | $192K | Sell |
1,892
-56
| -3% | -$5.68K | 0.05% | 186 |
|
|
2021
Q4 | $146K | Buy |
1,948
+1,387
| +247% | +$104K | 0.04% | 242 |
|
|
2021
Q3 | $40K | Sell |
561
-900
| -62% | -$64.2K | 0.02% | 258 |
|
|
2021
Q2 | $114K | Buy |
1,461
+684
| +88% | +$53.4K | 0.03% | 216 |
|
|
2021
Q1 | $56K | Buy |
777
+403
| +108% | +$29K | 0.02% | 318 |
|
|
2020
Q4 | $21K | Buy |
+374
| New | +$21K | 0.02% | 304 |
|