Annis Gardner Whiting Capital Advisors’s Natera NTRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,175
| Closed | -$661K | – | 802 |
|
|
2024
Q4 | $661K | Sell |
4,175
-225
| -5% | -$35.6K | 0.19% | 103 |
|
|
2024
Q3 | $559K | Sell |
4,400
-108
| -2% | -$13.7K | 0.16% | 115 |
|
|
2024
Q2 | $488K | Buy |
4,508
+968
| +27% | +$105K | 0.14% | 133 |
|
|
2024
Q1 | $324K | Buy |
3,540
+310
| +10% | +$28.4K | 0.12% | 140 |
|
|
2023
Q4 | $202K | Buy |
3,230
+730
| +29% | +$45.7K | 0.09% | 150 |
|
|
2023
Q3 | $111K | Buy |
+2,500
| New | +$111K | 0.06% | 191 |
|