Prestige Wealth Management Group’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.7K | Buy |
489
+3
| +0.6% | +$403 | 0.01% | 232 |
|
|
2025
Q1 | $64.2K | Hold |
486
| – | – | 0.01% | 230 |
|
|
2024
Q4 | $59.6K | Sell |
486
-3
| -0.6% | -$368 | 0.01% | 240 |
|
|
2024
Q3 | $66K | Buy |
489
+3
| +0.6% | +$405 | 0.01% | 228 |
|
|
2024
Q2 | $76.2K | Sell |
486
-74
| -13% | -$11.6K | 0.02% | 198 |
|
|
2024
Q1 | $95.6K | Sell |
560
-12
| -2% | -$2.05K | 0.02% | 206 |
|
|
2023
Q4 | $74.4K | Sell |
572
-2
| -0.3% | -$260 | 0.02% | 210 |
|
|
2023
Q3 | $81.3K | Buy |
574
+4
| +0.7% | +$567 | 0.02% | 200 |
|
|
2023
Q2 | $66.9K | Sell |
570
-51
| -8% | -$5.98K | 0.02% | 239 |
|
|
2023
Q1 | $86.7K | Hold |
621
| – | – | 0.02% | 200 |
|
|
2022
Q4 | $78.8K | Buy |
621
+65
| +12% | +$8.25K | 0.02% | 213 |
|
|
2022
Q3 | $59K | Hold |
556
| – | – | 0.02% | 216 |
|
|
2022
Q2 | $59K | Hold |
556
| – | – | 0.02% | 222 |
|
|
2022
Q1 | $56K | Sell |
556
-3,145
| -85% | -$317K | 0.01% | 236 |
|
|
2021
Q4 | $278K | Sell |
3,701
-438
| -11% | -$32.9K | 0.07% | 116 |
|
|
2021
Q3 | $292K | Buy |
4,139
+860
| +26% | +$60.7K | 0.07% | 107 |
|
|
2021
Q2 | $256K | Buy |
3,279
+129
| +4% | +$10.1K | 0.07% | 109 |
|
|
2021
Q1 | $225K | Buy |
3,150
+2,632
| +508% | +$188K | 0.06% | 114 |
|
|
2020
Q4 | $29K | Sell |
518
-88
| -15% | -$4.93K | 0.01% | 307 |
|
|
2020
Q3 | $26K | Hold |
606
| – | – | 0.01% | 319 |
|
|
2020
Q2 | $36K | Hold |
606
| – | – | 0.01% | 265 |
|
|
2020
Q1 | $27K | Sell |
606
-540
| -47% | -$24.1K | 0.01% | 243 |
|
|
2019
Q4 | $107K | Sell |
1,146
-347
| -23% | -$32.4K | 0.06% | 159 |
|
|
2019
Q3 | $127K | Hold |
1,493
| – | – | 0.07% | 135 |
|
|
2019
Q2 | $128K | Sell |
1,493
-11
| -0.7% | -$943 | 0.08% | 132 |
|
|
2019
Q1 | $128K | Sell |
1,504
-293
| -16% | -$24.9K | 0.08% | 132 |
|
|
2018
Q4 | $135K | Buy |
+1,797
| New | +$135K | 0.1% | 128 |
|