Measured Wealth Private Client Group’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
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2024
Q3 | $940K | Buy |
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2024
Q2 | $1M | Buy |
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2024
Q1 | $1.03M | Sell |
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2023
Q4 | $794K | Buy |
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2023
Q3 | $779K | Sell |
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2023
Q2 | $654K | Buy |
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2023
Q1 | $626K | Buy |
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2022
Q4 | $418K | Buy |
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2018
Q4 | – | Sell |
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2018
Q3 | $236K | Sell |
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2018
Q2 | $268K | Buy |
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