LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.9K | Sell |
200
-150
| -43% | -$20.2K | ﹤0.01% | 433 |
|
|
2025
Q1 | $40.1K | Hold |
350
| – | – | ﹤0.01% | 396 |
|
|
2024
Q4 | $49.5K | Hold |
350
| – | – | ﹤0.01% | 387 |
|
|
2024
Q3 | $46K | Sell |
350
-75
| -18% | -$9.85K | ﹤0.01% | 392 |
|
|
2024
Q2 | $63.3K | Buy |
425
+75
| +21% | +$11.2K | ﹤0.01% | 371 |
|
|
2024
Q1 | $58.1K | Hold |
350
| – | – | ﹤0.01% | 380 |
|
|
2023
Q4 | $48.6K | Hold |
350
| – | – | ﹤0.01% | 404 |
|
|
2023
Q3 | $45.1K | Hold |
350
| – | – | ﹤0.01% | 427 |
|
|
2023
Q2 | $41.1K | Hold |
350
| – | – | ﹤0.01% | 446 |
|
|
2023
Q1 | $48.9K | Hold |
350
| – | – | ﹤0.01% | 410 |
|
|
2022
Q4 | $44.4K | Hold |
350
| – | – | ﹤0.01% | 411 |
|
|
2022
Q3 | $37K | Sell |
350
-75
| -18% | -$7.93K | ﹤0.01% | 448 |
|
|
2022
Q2 | $45K | Buy |
425
+376
| +767% | +$39.8K | ﹤0.01% | 439 |
|
|
2022
Q1 | $5K | Hold |
49
| – | – | ﹤0.01% | 592 |
|
|
2021
Q4 | $4K | Sell |
49
-60
| -55% | -$4.9K | ﹤0.01% | 672 |
|
|
2021
Q3 | $8K | Sell |
109
-63
| -37% | -$4.62K | ﹤0.01% | 626 |
|
|
2021
Q2 | $13K | Buy |
+172
| New | +$13K | ﹤0.01% | 590 |
|
|
2021
Q1 | – | Sell |
-109
| Closed | -$6K | – | 687 |
|
|
2020
Q4 | $6K | Buy |
109
+60
| +122% | +$3.3K | ﹤0.01% | 680 |
|
|
2020
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 576 |
|
|
2020
Q2 | $3K | Sell |
49
-20
| -29% | -$1.22K | ﹤0.01% | 558 |
|
|
2020
Q1 | $3K | Buy |
69
+20
| +41% | +$870 | ﹤0.01% | 608 |
|
|
2019
Q4 | $5K | Hold |
49
| – | – | ﹤0.01% | 611 |
|
|
2019
Q3 | $4K | Hold |
49
| – | – | ﹤0.01% | 618 |
|
|
2019
Q2 | $4K | Sell |
49
-25
| -34% | -$2.04K | ﹤0.01% | 631 |
|
|
2019
Q1 | $6K | Sell |
74
-250
| -77% | -$20.3K | ﹤0.01% | 587 |
|
|
2018
Q4 | $24K | Buy |
324
+275
| +561% | +$20.4K | ﹤0.01% | 494 |
|
|
2018
Q3 | $6K | Hold |
49
| – | – | ﹤0.01% | 563 |
|
|
2018
Q2 | $5K | Hold |
49
| – | – | ﹤0.01% | 584 |
|
|
2018
Q1 | $5K | Hold |
49
| – | – | ﹤0.01% | 628 |
|
|
2017
Q4 | $5K | Hold |
49
| – | – | ﹤0.01% | 610 |
|
|
2017
Q3 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 612 |
|
|
2016
Q3 | – | Sell |
-22
| Closed | -$1K | – | 642 |
|
|
2016
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 630 |
|
|
2016
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 611 |
|
|
2015
Q4 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 623 |
|