Williams Jones Wealth Management’s Vistra VST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.06M	Buy	10,618 +1,444	+16%	+$280K	0.02%	187
2025 Q1	$1.08M	Buy	9,174 +1,911	+26%	+$224K	0.01%	239
2024 Q4	$1M	Buy	7,263 +1,250	+21%	+$172K	0.01%	255
2024 Q3	$713K	Buy	6,013 +2,853	+90%	+$338K	0.01%	296
2024 Q2	$272K	Buy	+3,160	New	+$272K	﹤0.01%	431