Consolidated Planning Corp’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 | $339K | Buy |
+2,525
| New | +$339K | 0.04% | 152 |
|
|
2025
Q1 | – | Sell |
-2,818
| Closed | -$346K | – | 219 |
|
|
2024
Q4 | $346K | Sell |
2,818
-2,208
| -44% | -$271K | 0.05% | 153 |
|
|
2024
Q3 | $679K | Buy |
5,026
+3,237
| +181% | +$437K | 0.1% | 111 |
|
|
2024
Q2 | $281K | Buy |
+1,789
| New | +$281K | 0.05% | 151 |
|
|
2021
Q4 | – | Sell |
-1
| Closed | – | – | 431 |
|
|
2021
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 494 |
|