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Atria Wealth Solutions’s WhiteHorse Finance WHF Stock Holding History

Atria Wealth Solutions’s Portfolio WHF Stock Details WHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$137K Buy
15,058
+280
+2% +$2.58K ﹤0.01% 1419
2025
Q1 		$148K Sell
14,778
-10,990
-43% -$113K ﹤0.01% 1763
2024
Q4 		$274K Sell
25,768
-39,401
-60% -$433K ﹤0.01% 1617
2024
Q3 		$779K Buy
65,169
+894
+1% +$10.6K 0.01% 1025
2024
Q2 		$813K Buy
64,275
+8,866
+16% +$113K 0.01% 991
2024
Q1 		$694K Sell
55,409
-3,139
-5% -$39.5K 0.01% 1088
2023
Q4 		$747K Sell
58,548
-16,707
-22% -$206K 0.01% 1003
2023
Q3 		$988K Buy
75,255
+10,422
+16% +$136K 0.01% 815
2023
Q2 		$856K Buy
64,833
+6,162
+11% +$75.1K 0.01% 910
2023
Q1 		$760K Buy
58,671
+28,925
+97% +$379K 0.01% 925
2022
Q4 		$398K Buy
29,746
+1,780
+6% +$22.5K 0.01% 1201
2022
Q3 		$320K Buy
+27,966
New +$386K 0.01% 1260

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