Wealth Management Associates’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 | $514K | Sell |
3,825
-295
| -7% | -$39.7K | 0.2% | 95 |
|
|
2025
Q1 | $544K | Hold |
4,120
| – | – | 0.23% | 82 |
|
|
2024
Q4 | $505K | Buy |
4,120
+772
| +23% | +$94.6K | 0.22% | 90 |
|
|
2024
Q3 | $452K | Hold |
3,348
| – | – | 0.2% | 103 |
|
|
2024
Q2 | $525K | Hold |
3,348
| – | – | 0.25% | 83 |
|
|
2024
Q1 | $525K | Sell |
3,348
-80
| -2% | -$12.5K | 0.25% | 83 |
|
|
2023
Q4 | $446K | Sell |
3,428
-566
| -14% | -$73.6K | 0.24% | 90 |
|
|
2023
Q3 | $566K | Buy |
3,994
+226
| +6% | +$32K | 0.33% | 72 |
|
|
2023
Q2 | $442K | Sell |
3,768
-829
| -18% | -$97.2K | 0.25% | 83 |
|
|
2023
Q1 | $642K | Buy |
4,597
+1,170
| +34% | +$163K | 0.4% | 64 |
|
|
2022
Q4 | $435K | Sell |
3,427
-2,075
| -38% | -$263K | 0.29% | 79 |
|
|
2022
Q3 | $588K | Hold |
5,502
| – | – | 0.41% | 63 |
|
|
2022
Q2 | $585K | Sell |
5,502
-1,567
| -22% | -$167K | 0.4% | 59 |
|
|
2022
Q1 | $718K | Buy |
+7,069
| New | +$718K | 0.41% | 64 |
|