First Business Financial Services’s Valero Energy VLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,574	Closed	-$269K	–	170
2024 Q1	$269K	Sell	1,574 -83	-5%	-$11.9K	0.03%	139
2023 Q4	$215K	Sell	1,657 -11	-0.7%	-$1.4K	0.03%	152
2023 Q3	$236K	Sell	1,668 -93	-5%	-$12.2K	0.03%	151
2023 Q2	$207K	Sell	1,761 -234	-12%	-$27.2K	0.03%	160
2023 Q1	$279K	Buy	1,995 +17	+0.9%	+$2.28K	0.04%	139
2022 Q4	$251K	Buy	1,978 +4	+0.2%	+$502	0.03%	140
2022 Q3	$211K	Buy	+1,974	New	+$217K	0.03%	155
2016 Q1	–	Sell	-4,994	Closed	-$353K	–	77
2015 Q4	$353K	Sell	4,994 -2,325	-32%	-$158K	0.11%	32
2015 Q3	$440K	Buy	7,319 +56	+0.8%	+$3.56K	0.14%	23
2015 Q2	$455K	Buy	7,263 +371	+5%	+$21.9K	0.13%	22
2015 Q1	$438K	Buy	6,892 +617	+10%	+$34.4K	0.13%	19
2014 Q4	$311K	Sell	6,275 -176	-3%	-$8.52K	0.1%	54
2014 Q3	$298K	Buy	6,451 +742	+13%	+$37.4K	0.11%	41
2014 Q2	$286K	Sell	5,709 -67	-1%	-$3.69K	0.11%	28
2014 Q1	$307K	Buy	5,776 +1,080	+23%	+$55.3K	0.12%	22
2013 Q4	$237K	Buy	+4,696	New	+$198K	0.1%	28