Annis Gardner Whiting Capital Advisors’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.6K | Sell |
409
-2,525
| -86% | -$226K | 0.01% | 463 |
|
|
2025
Q1 | $223K | Sell |
2,934
-4,155
| -59% | -$315K | 0.09% | 178 |
|
|
2024
Q4 | $548K | Sell |
7,089
-675
| -9% | -$52.2K | 0.15% | 120 |
|
|
2024
Q3 | $567K | Sell |
7,764
-126
| -2% | -$9.2K | 0.16% | 114 |
|
|
2024
Q2 | $475K | Buy |
7,890
+6,555
| +491% | +$395K | 0.14% | 136 |
|
|
2024
Q1 | $84.2K | Buy |
1,335
+7
| +0.5% | +$442 | 0.03% | 303 |
|
|
2023
Q4 | $77.2K | Buy |
1,328
+1,007
| +314% | +$58.5K | 0.03% | 253 |
|
|
2023
Q3 | $15.6K | Buy |
+321
| New | +$15.6K | 0.01% | 419 |
|