KMWM
Keudell/Morrison Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Buy |
3,479
+25
| +0.7% | +$3.36K | 0.1% | 125 |
|
|
2025
Q1 | $456K | Sell |
3,454
-60
| -2% | -$7.92K | 0.11% | 120 |
|
|
2024
Q4 | $431K | Buy |
3,514
+49
| +1% | +$6.01K | 0.11% | 123 |
|
|
2024
Q3 | $468K | Buy |
3,465
+11
| +0.3% | +$1.49K | 0.13% | 118 |
|
|
2024
Q2 | $541K | Buy |
3,454
+400
| +13% | +$62.7K | 0.16% | 104 |
|
|
2024
Q1 | $521K | Buy |
3,054
+189
| +7% | +$32.3K | 0.16% | 111 |
|
|
2023
Q4 | $372K | Buy |
2,865
+20
| +0.7% | +$2.6K | 0.12% | 129 |
|
|
2023
Q3 | $403K | Sell |
2,845
-25
| -0.9% | -$3.54K | 0.12% | 114 |
|
|
2023
Q2 | $337K | Buy |
2,870
+165
| +6% | +$19.4K | 0.1% | 135 |
|
|
2023
Q1 | $378K | Sell |
2,705
-200
| -7% | -$27.9K | 0.11% | 119 |
|
|
2022
Q4 | $369K | Buy |
2,905
+5
| +0.2% | +$634 | 0.12% | 114 |
|
|
2022
Q3 | $310K | Sell |
2,900
-110
| -4% | -$11.8K | 0.12% | 131 |
|
|
2022
Q2 | $320K | Sell |
3,010
-1,066
| -26% | -$113K | 0.12% | 131 |
|
|
2022
Q1 | $414K | Buy |
4,076
+176
| +5% | +$17.9K | 0.17% | 113 |
|
|
2021
Q4 | $293K | Buy |
3,900
+950
| +32% | +$71.4K | 0.12% | 143 |
|
|
2021
Q3 | $208K | Buy |
+2,950
| New | +$208K | 0.09% | 168 |
|