Galvin Gaustad & Stein’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,875
| Closed | -$253K | – | 196 |
|
|
2024
Q3 | $253K | Sell |
1,875
-5
| -0.3% | -$675 | 0.02% | 162 |
|
|
2024
Q2 | $295K | Sell |
1,880
-115
| -6% | -$18K | 0.03% | 150 |
|
|
2024
Q1 | $341K | Hold |
1,995
| – | – | 0.03% | 146 |
|
|
2023
Q4 | $259K | Hold |
1,995
| – | – | 0.02% | 156 |
|
|
2023
Q3 | $283K | Sell |
1,995
-100
| -5% | -$14.2K | 0.03% | 149 |
|
|
2023
Q2 | $246K | Hold |
2,095
| – | – | 0.02% | 154 |
|
|
2023
Q1 | $292K | Hold |
2,095
| – | – | 0.03% | 144 |
|
|
2022
Q4 | $266K | Sell |
2,095
-55
| -3% | -$6.98K | 0.03% | 141 |
|
|
2022
Q3 | $230K | Hold |
2,150
| – | – | 0.02% | 148 |
|
|
2022
Q2 | $229K | Sell |
2,150
-200
| -9% | -$21.3K | 0.02% | 154 |
|
|
2022
Q1 | $239K | Buy |
+2,350
| New | +$239K | 0.02% | 159 |
|
|
2021
Q4 | – | Sell |
-22,348
| Closed | -$1.58M | – | 190 |
|
|
2021
Q3 | $1.58M | Sell |
22,348
-9,808
| -31% | -$692K | 0.15% | 89 |
|
|
2021
Q2 | $2.51M | Sell |
32,156
-4,313
| -12% | -$337K | 0.24% | 82 |
|
|
2021
Q1 | $2.61M | Sell |
36,469
-9,684
| -21% | -$693K | 0.26% | 83 |
|
|
2020
Q4 | $2.61M | Buy |
+46,153
| New | +$2.61M | 0.27% | 83 |
|