Vista Investment Management’s Towne Bank TOWN Stock Holding History

Vista Investment Management’s Portfolio TOWN Stock Details TOWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$682K	Buy	20,264 +1,140	+6%	+$39.6K	0.23%	107
2025 Q4	$638K	Buy	19,124 +255	+1%	+$8.59K	0.21%	110
2025 Q3	$652K	Sell	18,869 -63	-0.3%	-$2.26K	0.23%	107
2025 Q2	$647K	Sell	18,932 -46	-0.2%	-$1.53K	0.24%	105
2025 Q1	$649K	Sell	18,978 -1,350	-7%	-$47.5K	0.25%	103
2024 Q4	$692K	Sell	20,328 -220	-1%	-$7.65K	0.26%	103
2024 Q3	$679K	Sell	20,548 -107	-0.5%	-$3.44K	0.26%	103
2024 Q2	$563K	Sell	20,655 -145	-0.7%	-$3.9K	0.23%	108
2024 Q1	$584K	Hold	20,800	–	–	0.24%	112
2023 Q4	$619K	Sell	20,800 -262	-1%	-$6.79K	0.29%	103
2023 Q3	$483K	Buy	21,062 +650	+3%	+$15.7K	0.25%	112
2023 Q2	$474K	Buy	20,412 +5,785	+40%	+$139K	0.24%	113
2023 Q1	$390K	Hold	14,627	–	–	0.21%	120
2022 Q4	$451K	Sell	14,627 -50	-0.3%	-$1.55K	0.26%	114
2022 Q3	$394K	Hold	14,677	–	–	0.24%	116
2022 Q2	$398K	Hold	14,677	–	–	0.24%	117
2022 Q1	$439K	Buy	14,677 +39	+0.3%	+$1.23K	0.24%	115
2021 Q4	$462K	Sell	14,638 -64	-0.4%	-$2.04K	0.25%	102
2021 Q3	$457K	Sell	14,702 -32	-0.2%	-$963	0.27%	101
2021 Q2	$448K	Sell	14,734 -32	-0.2%	-$1K	0.26%	101
2021 Q1	$449K	Sell	14,766 -51	-0.3%	-$1.42K	0.28%	99
2020 Q4	$348K	Sell	14,817 -3,637	-20%	-$75.2K	0.23%	108
2020 Q3	$303K	Sell	18,454 -115	-0.6%	-$2.04K	0.23%	112
2020 Q2	$350K	Sell	18,569 -702	-4%	-$13K	0.3%	99
2020 Q1	$349K	Sell	19,271 -247	-1%	-$6.08K	0.36%	84
2019 Q4	$543K	Hold	19,518	–	–	0.41%	84
2019 Q3	$543K	Sell	19,518 -540	-3%	-$14.7K	0.45%	78
2019 Q2	$547K	Hold	20,058	–	–	0.46%	75
2019 Q1	$496K	Hold	20,058	–	–	0.44%	85
2018 Q4	$480K	Buy	20,058 +2,260	+13%	+$62.1K	0.49%	73
2018 Q3	$549K	Hold	17,798	–	–	0.48%	79
2018 Q2	$571K	Hold	17,798	–	–	0.56%	72
2018 Q1	$509K	Hold	17,798	–	–	0.53%	76
2017 Q4	$547K	Buy	+17,798	New	+$594K	0.57%	71