Ownership history in True Wealth Design, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which True Wealth Design, LLC reported a position in VISTA ENERGY S.A.B. DE C.V. (VIST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 5 | -4 | -44.4% | 0.00% | $172 | $34.40 |
| 2025 Q2 | UNCHANGED | 9 | — | 0% | 0.00% | $431 | $47.81 |
| 2025 Q1 | UNCHANGED | 9 | — | 0% | 0.00% | $420 | $46.56 |
| 2024 Q4 | ADDED | 9 | +5 | +125.0% | 0.00% | $487 | $54.11 |
| 2024 Q3 | INITIATED | 4 | — | — | 0.00% | $177 | $44.18 |
As of 2025 Q4 — sorted by position size