First Business Financial Services’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
-1,574
Closed -$269K 170
2024
Q1
$269K Sell
1,574
-83
-5% -$14.2K 0.03% 139
2023
Q4
$215K Sell
1,657
-11
-0.7% -$1.43K 0.03% 152
2023
Q3
$236K Sell
1,668
-93
-5% -$13.2K 0.03% 151
2023
Q2
$207K Sell
1,761
-234
-12% -$27.4K 0.03% 160
2023
Q1
$279K Buy
1,995
+17
+0.9% +$2.37K 0.04% 139
2022
Q4
$251K Buy
1,978
+4
+0.2% +$508 0.03% 140
2022
Q3
$211K Buy
+1,974
New +$211K 0.03% 155
2016
Q1
Sell
-4,994
Closed -$353K 77
2015
Q4
$353K Sell
4,994
-2,325
-32% -$164K 0.11% 32
2015
Q3
$440K Buy
7,319
+56
+0.8% +$3.37K 0.14% 23
2015
Q2
$455K Buy
7,263
+371
+5% +$23.2K 0.13% 22
2015
Q1
$438K Buy
6,892
+617
+10% +$39.2K 0.13% 19
2014
Q4
$311K Sell
6,275
-176
-3% -$8.72K 0.1% 54
2014
Q3
$298K Buy
6,451
+742
+13% +$34.3K 0.11% 41
2014
Q2
$286K Sell
5,709
-67
-1% -$3.36K 0.11% 28
2014
Q1
$307K Buy
5,776
+1,080
+23% +$57.4K 0.12% 22
2013
Q4
$237K Buy
+4,696
New +$237K 0.1% 28