WOSD
WFA of San Diego’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.6K | Buy |
+704
| New | +$94.6K | 0.07% | 144 |
|
|
2024
Q3 | $68.1K | Hold |
504
| – | – | 0.06% | 156 |
|
|
2024
Q2 | $79K | Buy |
+504
| New | +$79K | 0.07% | 140 |
|
|
2023
Q3 | $93.2K | Buy |
658
+558
| +558% | +$79.1K | 0.1% | 118 |
|
|
2023
Q2 | $11.7K | Buy |
+100
| New | +$11.7K | 0.01% | 270 |
|
|
2023
Q1 | – | Sell |
-343
| Closed | -$43.5K | – | 413 |
|
|
2022
Q4 | $43.5K | Buy |
+343
| New | +$43.5K | 0.03% | 205 |
|
|
2022
Q3 | – | Sell |
-143
| Closed | -$15K | – | 385 |
|
|
2022
Q2 | $15K | Buy |
+143
| New | +$15K | 0.01% | 245 |
|
|
2020
Q3 | – | Sell |
-2,412
| Closed | -$218K | – | 240 |
|
|
2020
Q2 | $218K | Buy |
+2,412
| New | +$218K | 0.05% | 240 |
|