Beverly Hills Private Wealth’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $857K | Sell |
4,423
-727
| -14% | -$141K | 0.16% | 136 |
|
|
2025
Q1 | $605K | Sell |
5,150
-62
| -1% | -$7.28K | 0.12% | 148 |
|
|
2024
Q4 | $719K | Sell |
5,212
-6,444
| -55% | -$888K | 0.15% | 137 |
|
|
2024
Q3 | $1.38M | Buy |
11,656
+3,407
| +41% | +$404K | 0.28% | 98 |
|
|
2024
Q2 | $709K | Sell |
8,249
-6,465
| -44% | -$556K | 0.15% | 142 |
|
|
2024
Q1 | $1.02M | Buy |
14,714
+5,633
| +62% | +$392K | 0.24% | 106 |
|
|
2023
Q4 | $350K | Buy |
+9,081
| New | +$350K | 0.09% | 229 |
|