Atria Wealth Solutions’s WhiteHorse Finance WHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Buy |
15,058
+280
| +2% | +$2.55K | ﹤0.01% | 1418 |
|
|
2025
Q1 | $148K | Sell |
14,778
-10,990
| -43% | -$110K | ﹤0.01% | 1754 |
|
|
2024
Q4 | $274K | Sell |
25,768
-39,401
| -60% | -$420K | ﹤0.01% | 1591 |
|
|
2024
Q3 | $779K | Buy |
65,169
+894
| +1% | +$10.7K | 0.01% | 1018 |
|
|
2024
Q2 | $813K | Buy |
64,275
+8,866
| +16% | +$112K | 0.01% | 983 |
|
|
2024
Q1 | $694K | Sell |
55,409
-3,139
| -5% | -$39.3K | 0.01% | 1083 |
|
|
2023
Q4 | $747K | Sell |
58,548
-16,707
| -22% | -$213K | 0.01% | 995 |
|
|
2023
Q3 | $988K | Buy |
75,255
+10,422
| +16% | +$137K | 0.01% | 812 |
|
|
2023
Q2 | $856K | Buy |
64,833
+6,162
| +11% | +$81.3K | 0.01% | 907 |
|
|
2023
Q1 | $760K | Buy |
58,671
+28,925
| +97% | +$374K | 0.01% | 923 |
|
|
2022
Q4 | $398K | Buy |
29,746
+1,780
| +6% | +$23.8K | 0.01% | 1193 |
|
|
2022
Q3 | $320K | Buy |
+27,966
| New | +$320K | 0.01% | 1252 |
|