Atria Wealth Solutions’s Antero Midstream AM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$391K	Sell	20,626 -11,256	-35%	-$201K	0.01%	1038
2025 Q1	$574K	Sell	31,882 -1,476	-4%	-$24.4K	0.01%	1142
2024 Q4	$503K	Sell	33,358 -10,096	-23%	-$154K	0.01%	1277
2024 Q3	$654K	Sell	43,454 -392	-0.9%	-$5.71K	0.01%	1107
2024 Q2	$646K	Sell	43,846 -1,833	-4%	-$26.3K	0.01%	1106
2024 Q1	$642K	Buy	45,679 +17,971	+65%	+$230K	0.01%	1132
2023 Q4	$347K	Buy	27,708 +1,042	+4%	+$13.1K	﹤0.01%	1402
2023 Q3	$319K	Buy	26,666 +4,251	+19%	+$50.3K	﹤0.01%	1380
2023 Q2	$260K	Buy	22,415 +10,270	+85%	+$109K	﹤0.01%	1523
2023 Q1	$127K	Hold	12,145	–	–	﹤0.01%	1736
2022 Q4	$131K	Hold	12,145	–	–	﹤0.01%	1676
2022 Q3	$111K	Sell	12,145 -2,190	-15%	-$21.6K	﹤0.01%	1627
2022 Q2	$130K	Sell	14,335 -4,810	-25%	-$50.1K	﹤0.01%	1508
2022 Q1	$208K	Buy	+19,145	New	+$194K	﹤0.01%	1576