Simon Quick Advisors’s Vistra VST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$818K Buy
4,222
+457
+12% +$88.6K 0.03% 297
2025
Q1
$442K Buy
3,765
+791
+27% +$92.9K 0.03% 326
2024
Q4
$410K Buy
2,974
+336
+13% +$46.3K 0.02% 287
2024
Q3
$313K Buy
+2,638
New +$313K 0.02% 317
2020
Q1
Sell
-127
Closed -$3K 714
2019
Q4
$3K Buy
+127
New +$3K ﹤0.01% 566