Williamson Legacy Group’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,513
| Closed | -$1.31M | – | 134 |
|
|
2024
Q4 | $1.31M | Sell |
9,513
-1,958
| -17% | -$270K | 0.87% | 24 |
|
|
2024
Q3 | $1.36M | Sell |
11,471
-768
| -6% | -$91K | 0.91% | 15 |
|
|
2024
Q2 | $1.05M | Sell |
12,239
-9,848
| -45% | -$847K | 0.78% | 31 |
|
|
2024
Q1 | $1.54M | Buy |
22,087
+20
| +0.1% | +$1.39K | 1.19% | 24 |
|
|
2023
Q4 | $850K | Buy |
+22,067
| New | +$850K | 0.79% | 39 |
|