EHWM
Eads & Heald Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
4,853
+157
| +3% | +$21.1K | 0.32% | 103 |
|
|
2025
Q1 | $620K | Sell |
4,696
-160
| -3% | -$21.1K | 0.31% | 107 |
|
|
2024
Q4 | $595K | Buy |
4,856
+113
| +2% | +$13.8K | 0.29% | 106 |
|
|
2024
Q3 | $640K | Buy |
4,743
+340
| +8% | +$45.9K | 0.3% | 106 |
|
|
2024
Q2 | $690K | Sell |
4,403
-413
| -9% | -$64.7K | 0.33% | 101 |
|
|
2024
Q1 | $822K | Sell |
4,816
-252
| -5% | -$43K | 0.38% | 96 |
|
|
2023
Q4 | $659K | Buy |
5,068
+25
| +0.5% | +$3.25K | 0.32% | 102 |
|
|
2023
Q3 | $715K | Buy |
5,043
+73
| +1% | +$10.4K | 0.38% | 97 |
|
|
2023
Q2 | $583K | Sell |
4,970
-255
| -5% | -$29.9K | 0.29% | 105 |
|
|
2023
Q1 | $729K | Sell |
5,225
-1,779
| -25% | -$248K | 0.36% | 98 |
|
|
2022
Q4 | $889K | Sell |
7,004
-489
| -7% | -$62.1K | 0.45% | 88 |
|
|
2022
Q3 | $801K | Buy |
7,493
+200
| +3% | +$21.4K | 0.45% | 90 |
|
|
2022
Q2 | $775K | Buy |
7,293
+1,084
| +17% | +$115K | 0.42% | 93 |
|
|
2022
Q1 | $630K | Buy |
6,209
+204
| +3% | +$20.7K | 0.29% | 105 |
|
|
2021
Q4 | $451K | Buy |
6,005
+500
| +9% | +$37.6K | 0.2% | 116 |
|
|
2021
Q3 | $388K | Buy |
5,505
+805
| +17% | +$56.7K | 0.19% | 115 |
|
|
2021
Q2 | $367K | Buy |
4,700
+65
| +1% | +$5.08K | 0.18% | 119 |
|
|
2021
Q1 | $332K | Buy |
4,635
+206
| +5% | +$14.8K | 0.17% | 121 |
|
|
2020
Q4 | $251K | Buy |
+4,429
| New | +$251K | 0.14% | 121 |
|
|
2020
Q3 | – | Sell |
-5,047
| Closed | -$297K | – | 126 |
|
|
2020
Q2 | $297K | Sell |
5,047
-294
| -6% | -$17.3K | 0.18% | 113 |
|
|
2020
Q1 | $242K | Sell |
5,341
-1,824
| -25% | -$82.6K | 0.17% | 115 |
|
|
2019
Q4 | $671K | Sell |
7,165
-60
| -0.8% | -$5.62K | 0.35% | 98 |
|
|
2019
Q3 | $616K | Buy |
7,225
+5
| +0.1% | +$426 | 0.34% | 101 |
|
|
2019
Q2 | $618K | Sell |
7,220
-162
| -2% | -$13.9K | 0.35% | 101 |
|
|
2019
Q1 | $626K | Buy |
7,382
+1,200
| +19% | +$102K | 0.36% | 99 |
|
|
2018
Q4 | $463K | Buy |
6,182
+905
| +17% | +$67.8K | 0.31% | 105 |
|
|
2018
Q3 | $600K | Sell |
5,277
-1,590
| -23% | -$181K | 0.34% | 100 |
|
|
2018
Q2 | $761K | Sell |
6,867
-888
| -11% | -$98.4K | 0.47% | 87 |
|
|
2018
Q1 | $719K | Sell |
7,755
-1,024
| -12% | -$94.9K | 0.46% | 92 |
|
|
2017
Q4 | $807K | Sell |
8,779
-141
| -2% | -$13K | 0.48% | 92 |
|
|
2017
Q3 | $686K | Buy |
8,920
+500
| +6% | +$38.5K | 0.43% | 94 |
|
|
2017
Q2 | $568K | Buy |
8,420
+25
| +0.3% | +$1.69K | 0.36% | 99 |
|
|
2017
Q1 | $557K | Buy |
8,395
+2,387
| +40% | +$158K | 0.36% | 99 |
|
|
2016
Q4 | $410K | Buy |
6,008
+840
| +16% | +$57.3K | 0.28% | 110 |
|
|
2016
Q3 | $274K | Buy |
+5,168
| New | +$274K | 0.19% | 119 |
|