Congress Wealth Management’s Vista Energy VIST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,980	Closed	-$432K	–	1129
2024 Q4	$432K	Sell	7,980 -527	-6%	-$28.5K	0.01%	674
2024 Q3	$376K	Buy	8,507 +1,461	+21%	+$64.5K	0.01%	691
2024 Q2	$320K	Sell	7,046 -82	-1%	-$3.73K	0.01%	601
2024 Q1	$295K	Buy	+7,128	New	+$295K	0.01%	509