Laird Norton Wetherby Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $712K | Buy |
+5,300
| New | +$712K | 0.03% | 461 |
|
|
2024
Q4 | $626K | Sell |
5,110
-292
| -5% | -$35.8K | 0.03% | 458 |
|
|
2024
Q3 | $729K | Sell |
5,402
-1
| -0% | -$135 | 0.03% | 443 |
|
|
2024
Q2 | $847K | Buy |
5,403
+155
| +3% | +$24.3K | 0.04% | 392 |
|
|
2024
Q1 | $896K | Buy |
5,248
+92
| +2% | +$15.7K | 0.04% | 388 |
|
|
2023
Q4 | $670K | Buy |
5,156
+53
| +1% | +$6.89K | 0.03% | 448 |
|
|
2023
Q3 | $723K | Buy |
5,103
+323
| +7% | +$45.8K | 0.04% | 409 |
|
|
2023
Q2 | $561K | Sell |
4,780
-20
| -0.4% | -$2.35K | 0.03% | 499 |
|
|
2023
Q1 | $670K | Sell |
4,800
-18
| -0.4% | -$2.51K | 0.04% | 434 |
|
|
2022
Q4 | $611K | Sell |
4,818
-669
| -12% | -$84.9K | 0.04% | 456 |
|
|
2022
Q3 | $587K | Sell |
5,487
-242
| -4% | -$25.9K | 0.04% | 436 |
|
|
2022
Q2 | $609K | Buy |
5,729
+463
| +9% | +$49.2K | 0.04% | 432 |
|
|
2022
Q1 | $535K | Sell |
5,266
-7
| -0.1% | -$711 | 0.03% | 503 |
|
|
2021
Q4 | $396K | Sell |
5,273
-246
| -4% | -$18.5K | 0.02% | 604 |
|
|
2021
Q3 | $390K | Sell |
5,519
-21
| -0.4% | -$1.48K | 0.02% | 591 |
|
|
2021
Q2 | $432K | Buy |
5,540
+724
| +15% | +$56.5K | 0.03% | 561 |
|
|
2021
Q1 | $344K | Sell |
4,816
-495
| -9% | -$35.4K | 0.03% | 555 |
|
|
2020
Q4 | $301K | Buy |
5,311
+65
| +1% | +$3.68K | 0.02% | 660 |
|
|
2020
Q3 | $227K | Sell |
5,246
-1,074
| -17% | -$46.5K | 0.02% | 610 |
|
|
2020
Q2 | $372K | Sell |
6,320
-48
| -0.8% | -$2.83K | 0.04% | 439 |
|
|
2020
Q1 | $289K | Sell |
6,368
-2,395
| -27% | -$109K | 0.03% | 464 |
|
|
2019
Q4 | $821K | Buy |
8,763
+66
| +0.8% | +$6.18K | 0.08% | 262 |
|
|
2019
Q3 | $741K | Buy |
8,697
+937
| +12% | +$79.8K | 0.08% | 283 |
|
|
2019
Q2 | $664K | Buy |
7,760
+193
| +3% | +$16.5K | 0.07% | 298 |
|
|
2019
Q1 | $642K | Buy |
7,567
+371
| +5% | +$31.5K | 0.08% | 294 |
|
|
2018
Q4 | $539K | Buy |
7,196
+518
| +8% | +$38.8K | 0.08% | 302 |
|
|
2018
Q3 | $760K | Buy |
6,678
+155
| +2% | +$17.6K | 0.09% | 247 |
|
|
2018
Q2 | $723K | Sell |
6,523
-311
| -5% | -$34.5K | 0.1% | 246 |
|
|
2018
Q1 | $634K | Sell |
6,834
-653
| -9% | -$60.6K | 0.09% | 275 |
|
|
2017
Q4 | $688K | Buy |
7,487
+1,232
| +20% | +$113K | 0.1% | 259 |
|
|
2017
Q3 | $481K | Buy |
6,255
+188
| +3% | +$14.5K | 0.07% | 342 |
|
|
2017
Q2 | $409K | Buy |
6,067
+38
| +0.6% | +$2.56K | 0.07% | 352 |
|
|
2017
Q1 | $400K | Buy |
6,029
+221
| +4% | +$14.7K | 0.07% | 348 |
|
|
2016
Q4 | $397K | Buy |
5,808
+95
| +2% | +$6.49K | 0.08% | 324 |
|
|
2016
Q3 | $303K | Buy |
5,713
+792
| +16% | +$42K | 0.06% | 378 |
|
|
2016
Q2 | $251K | Sell |
4,921
-1,342
| -21% | -$68.5K | 0.06% | 408 |
|
|
2016
Q1 | $402K | Sell |
6,263
-391
| -6% | -$25.1K | 0.09% | 256 |
|
|
2015
Q4 | $471K | Buy |
6,654
+331
| +5% | +$23.4K | 0.11% | 215 |
|
|
2015
Q3 | $380K | Sell |
6,323
-43
| -0.7% | -$2.58K | 0.1% | 256 |
|
|
2015
Q2 | $399K | Buy |
6,366
+445
| +8% | +$27.9K | 0.1% | 257 |
|
|
2015
Q1 | $377K | Buy |
5,921
+853
| +17% | +$54.3K | 0.09% | 271 |
|
|
2014
Q4 | $251K | Buy |
+5,068
| New | +$251K | 0.06% | 359 |
|
|
2014
Q3 | – | Sell |
-4,507
| Closed | -$226K | – | 443 |
|
|
2014
Q2 | $226K | Sell |
4,507
-256
| -5% | -$12.8K | 0.06% | 372 |
|
|
2014
Q1 | $253K | Sell |
4,763
-69
| -1% | -$3.67K | 0.07% | 330 |
|
|
2013
Q4 | $244K | Buy |
+4,832
| New | +$244K | 0.07% | 345 |
|