GA
Geller Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,701
| Closed | -$580K | – | 287 |
|
|
2024
Q2 | $580K | Hold |
3,701
| – | – | 0.04% | 122 |
|
|
2024
Q1 | $632K | Buy |
3,701
+34
| +0.9% | +$5.8K | 0.05% | 112 |
|
|
2023
Q4 | $477K | Hold |
3,667
| – | – | 0.05% | 133 |
|
|
2023
Q3 | $520K | Sell |
3,667
-1
| -0% | -$142 | 0.06% | 111 |
|
|
2023
Q2 | $430K | Buy |
+3,668
| New | +$430K | 0.05% | 142 |
|