MWM
Moran Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Sell |
4,065
-662
| -14% | -$89K | 0.02% | 400 |
|
|
2025
Q1 | $624K | Sell |
4,727
-170
| -3% | -$22.5K | 0.02% | 352 |
|
|
2024
Q4 | $600K | Buy |
4,897
+115
| +2% | +$14.1K | 0.02% | 355 |
|
|
2024
Q3 | $646K | Sell |
4,782
-35
| -0.7% | -$4.73K | 0.02% | 353 |
|
|
2024
Q2 | $755K | Buy |
4,817
+378
| +9% | +$59.3K | 0.02% | 305 |
|
|
2024
Q1 | $758K | Buy |
4,439
+79
| +2% | +$13.5K | 0.02% | 309 |
|
|
2023
Q4 | $567K | Buy |
+4,360
| New | +$567K | 0.02% | 332 |
|