Annis Gardner Whiting Capital Advisors’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$39.4K Buy
2025
Q2
$26.2K Hold
2025
Q1
$22K Sell
2024
Q4
$103K Hold
2024
Q3
$92.5K Sell
2024
Q2
$78.3K Sell
2024
Q1
$84.2K Buy
2023
Q4
$83.4K Hold
2023
Q3
$72.2K Buy