AWM
Activest Wealth Management’s Vista Energy VIST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $978K | Hold |
20,466
| – | – | 0.24% | 46 |
|
|
2025
Q1 | $953K | Buy |
20,466
+4,799
| +31% | +$223K | 0.26% | 48 |
|
|
2024
Q4 | $848K | Buy |
15,667
+14,090
| +893% | +$762K | 0.24% | 48 |
|
|
2024
Q3 | $69.7K | Hold |
1,577
| – | – | 0.02% | 150 |
|
|
2024
Q2 | $71.7K | Buy |
1,577
+720
| +84% | +$32.8K | 0.02% | 143 |
|
|
2024
Q1 | $35.5K | Buy |
+857
| New | +$35.5K | 0.02% | 137 |
|
|
2023
Q1 | – | Sell |
-8,469
| Closed | -$133K | – | 557 |
|
|
2022
Q4 | $133K | Sell |
8,469
-15,855
| -65% | -$248K | 0.04% | 114 |
|
|
2022
Q3 | $229K | Buy |
+24,324
| New | +$229K | 0.07% | 73 |
|