Choate Investment Advisors’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
6,020
+41
| +0.7% | +$7.95K | 0.03% | 184 |
|
|
2025
Q1 | $702K | Sell |
5,979
-23
| -0.4% | -$2.7K | 0.02% | 225 |
|
|
2024
Q4 | $828K | Buy |
6,002
+236
| +4% | +$32.5K | 0.02% | 211 |
|
|
2024
Q3 | $684K | Buy |
5,766
+12
| +0.2% | +$1.42K | 0.02% | 230 |
|
|
2024
Q2 | $495K | Hold |
5,754
| – | – | 0.01% | 254 |
|
|
2024
Q1 | $401K | Sell |
5,754
-310
| -5% | -$21.6K | 0.01% | 292 |
|
|
2023
Q4 | $234K | Sell |
6,064
-310
| -5% | -$11.9K | 0.01% | 343 |
|
|
2023
Q3 | $211K | Buy |
+6,374
| New | +$211K | 0.01% | 342 |
|