Atria Wealth Solutions’s Antero Midstream AM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$391K Sell
20,626
-11,256
-35% -$213K 0.01% 1037
2025
Q1
$574K Sell
31,882
-1,476
-4% -$26.6K 0.01% 1135
2024
Q4
$503K Sell
33,358
-10,096
-23% -$152K 0.01% 1260
2024
Q3
$654K Sell
43,454
-392
-0.9% -$5.9K 0.01% 1099
2024
Q2
$646K Sell
43,846
-1,833
-4% -$27K 0.01% 1098
2024
Q1
$642K Buy
45,679
+17,971
+65% +$253K 0.01% 1127
2023
Q4
$347K Buy
27,708
+1,042
+4% +$13.1K ﹤0.01% 1391
2023
Q3
$319K Buy
26,666
+4,251
+19% +$50.9K ﹤0.01% 1373
2023
Q2
$260K Buy
22,415
+10,270
+85% +$119K ﹤0.01% 1516
2023
Q1
$127K Hold
12,145
﹤0.01% 1727
2022
Q4
$131K Hold
12,145
﹤0.01% 1667
2022
Q3
$111K Sell
12,145
-2,190
-15% -$20.1K ﹤0.01% 1618
2022
Q2
$130K Sell
14,335
-4,810
-25% -$43.6K ﹤0.01% 1478
2022
Q1
$208K Buy
+19,145
New +$208K ﹤0.01% 1575