HWM
Hohimer Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-26,736
| Closed | -$4.56M | – | 260 |
|
|
2024
Q1 | $4.56M | Sell |
26,736
-38
| -0.1% | -$6.49K | 1.07% | 22 |
|
|
2023
Q4 | $3.48M | Buy |
26,774
+264
| +1% | +$34.3K | 0.88% | 37 |
|
|
2023
Q3 | $3.76M | Sell |
26,510
-469
| -2% | -$66.5K | 1.07% | 27 |
|
|
2023
Q2 | $3.16M | Buy |
+26,979
| New | +$3.16M | 0.87% | 37 |
|