Meridian Wealth Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,855
| Closed | -$227K | – | 654 |
|
|
2024
Q4 | $227K | Sell |
1,855
-434
| -19% | -$53.2K | 0.01% | 577 |
|
|
2024
Q3 | $309K | Sell |
2,289
-9
| -0.4% | -$1.22K | 0.02% | 509 |
|
|
2024
Q2 | $360K | Buy |
+2,298
| New | +$360K | 0.04% | 212 |
|
|
2024
Q1 | – | Sell |
-8,152
| Closed | -$1.07M | – | 547 |
|
|
2023
Q4 | $1.07M | Buy |
8,152
+765
| +10% | +$101K | 0.07% | 242 |
|
|
2023
Q3 | $1.02M | Buy |
7,387
+200
| +3% | +$27.6K | 0.06% | 230 |
|
|
2023
Q2 | $843K | Sell |
7,187
-391
| -5% | -$45.9K | 0.07% | 227 |
|
|
2023
Q1 | $1.06M | Sell |
7,578
-19
| -0.3% | -$2.65K | 0.09% | 195 |
|
|
2022
Q4 | $964K | Buy |
7,597
+496
| +7% | +$62.9K | 0.09% | 200 |
|
|
2022
Q3 | $759K | Sell |
7,101
-39
| -0.5% | -$4.17K | 0.08% | 219 |
|
|
2022
Q2 | $759K | Buy |
+7,140
| New | +$759K | 0.06% | 280 |
|
|
2019
Q3 | – | Sell |
-865
| Closed | -$740 | – | 488 |
|
|
2019
Q2 | $740 | Buy |
+865
| New | +$740 | 0.03% | 311 |
|
|
2018
Q4 | – | Sell |
-5,735
| Closed | -$652K | – | 196 |
|
|
2018
Q3 | $652K | Sell |
5,735
-300
| -5% | -$34.1K | 0.28% | 61 |
|
|
2018
Q2 | $669K | Buy |
6,035
+201
| +3% | +$22.3K | 0.31% | 59 |
|
|
2018
Q1 | $541K | Buy |
5,834
+145
| +3% | +$13.4K | 0.27% | 76 |
|
|
2017
Q4 | $444K | Buy |
5,689
+1
| +0% | +$78 | 0.27% | 88 |
|
|
2017
Q3 | $438K | Sell |
5,688
-259
| -4% | -$19.9K | 0.28% | 86 |
|
|
2017
Q2 | $401K | Buy |
5,947
+1,376
| +30% | +$92.8K | 0.25% | 93 |
|
|
2017
Q1 | $303K | Buy |
4,571
+741
| +19% | +$49.1K | 0.18% | 123 |
|
|
2016
Q4 | $261K | Buy |
+3,830
| New | +$261K | 0.21% | 102 |
|