Institutional & Family Asset Management’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 | $157K | Hold |
1,000
| – | – | 0.02% | 156 |
|
|
2024
Q1 | $171K | Hold |
1,000
| – | – | 0.03% | 149 |
|
|
2023
Q4 | $130K | Hold |
1,000
| – | – | 0.02% | 161 |
|
|
2023
Q3 | $142K | Sell |
1,000
-3
| -0.3% | -$425 | 0.02% | 151 |
|
|
2023
Q2 | $118K | Buy |
+1,003
| New | +$118K | 0.02% | 167 |
|
|
2020
Q1 | – | Sell |
-25
| Closed | -$2K | – | 912 |
|
|
2019
Q4 | $2K | Sell |
25
-22
| -47% | -$1.76K | ﹤0.01% | 766 |
|
|
2019
Q3 | $4K | Hold |
47
| – | – | ﹤0.01% | 605 |
|
|
2019
Q2 | $4K | Hold |
47
| – | – | ﹤0.01% | 635 |
|
|
2019
Q1 | $4K | Buy |
+47
| New | +$4K | ﹤0.01% | 635 |
|
|
2018
Q4 | – | Sell |
-43
| Closed | -$5K | – | 886 |
|
|
2018
Q3 | $5K | Hold |
43
| – | – | ﹤0.01% | 623 |
|
|
2018
Q2 | $5K | Buy |
+43
| New | +$5K | ﹤0.01% | 624 |
|