Sweet Financial Partners’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
Q3 | $947K | Buy |
|
|||||
|
2024
Q2 | $941K | Buy |
|
|||||
|
2024
Q1 | $1.02M | Buy |
|
|||||
|
2023
Q4 | $780K | Buy |
|
|||||
|
2023
Q3 | $850K | Buy |
|
|||||
|
2023
Q2 | $704K | Buy |
|
|||||
|
2023
Q1 | $731K | Hold |
|
|||||
|
2022
Q4 | $665K | Buy |
|
|||||
|
2022
Q3 | $557K | Sell |
|
|||||
|
2022
Q2 | $660K | Sell |
|
|||||
|
2022
Q1 | $675K | Buy |
|
|||||
|
2021
Q4 | $424K | Buy |
|