Quadrant Private 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
Q2 | $2.56M | Buy |
19,066
+267
| +1% | +$35.9K | 0.53% | 56 |
|
|
2025
Q1 | $2.48M | Buy |
18,799
+133
| +0.7% | +$17.6K | 0.62% | 49 |
|
|
2024
Q4 | $2.29M | Buy |
18,666
+203
| +1% | +$24.9K | 0.56% | 51 |
|
|
2024
Q3 | $2.49M | Buy |
18,463
+3,975
| +27% | +$537K | 0.62% | 49 |
|
|
2024
Q2 | $2.27M | Sell |
14,488
-18
| -0.1% | -$2.82K | 0.52% | 54 |
|
|
2024
Q1 | $2.48M | Buy |
14,506
+7,357
| +103% | +$1.26M | 0.63% | 46 |
|
|
2023
Q4 | $929K | Buy |
7,149
+1,072
| +18% | +$139K | 0.26% | 88 |
|
|
2023
Q3 | $861K | Sell |
6,077
-815
| -12% | -$115K | 0.29% | 79 |
|
|
2023
Q2 | $808K | Buy |
6,892
+845
| +14% | +$99.1K | 0.23% | 96 |
|
|
2023
Q1 | $844K | Hold |
6,047
| – | – | 0.26% | 89 |
|
|
2022
Q4 | $767K | Buy |
+6,047
| New | +$767K | 0.26% | 94 |
|
|
2022
Q2 | $595K | Sell |
5,603
-147
| -3% | -$15.6K | 0.24% | 90 |
|
|
2022
Q1 | $584K | Buy |
5,750
+630
| +12% | +$64K | 0.22% | 100 |
|
|
2021
Q4 | $385K | Sell |
5,120
-600
| -10% | -$45.1K | 0.14% | 145 |
|
|
2021
Q3 | $404K | Sell |
5,720
-600
| -9% | -$42.4K | 0.17% | 123 |
|
|
2021
Q2 | $493K | Hold |
6,320
| – | – | 0.2% | 109 |
|
|
2021
Q1 | $453K | Sell |
6,320
-300
| -5% | -$21.5K | 0.2% | 108 |
|
|
2020
Q4 | $374K | Sell |
6,620
-1,450
| -18% | -$81.9K | 0.17% | 125 |
|
|
2020
Q3 | $350K | Sell |
8,070
-350
| -4% | -$15.2K | 0.18% | 115 |
|
|
2020
Q2 | $495K | Buy |
8,420
+2,750
| +49% | +$162K | 0.29% | 81 |
|
|
2020
Q1 | $257K | Buy |
+5,670
| New | +$257K | 0.21% | 111 |
|