JWM
JGP Wealth Management’s Antero Midstream AM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $766K | Sell |
40,402
-660
| -2% | -$12.5K | 0.09% | 113 |
|
|
2025
Q1 | $739K | Hold |
41,062
| – | – | 0.1% | 107 |
|
|
2024
Q4 | $620K | Sell |
41,062
-88
| -0.2% | -$1.33K | 0.08% | 118 |
|
|
2024
Q3 | $619K | Sell |
41,150
-3,413
| -8% | -$51.4K | 0.08% | 118 |
|
|
2024
Q2 | $657K | Hold |
44,563
| – | – | 0.09% | 109 |
|
|
2024
Q1 | $627K | Buy |
44,563
+631
| +1% | +$8.87K | 0.09% | 111 |
|
|
2023
Q4 | $550K | Hold |
43,932
| – | – | 0.08% | 110 |
|
|
2023
Q3 | $526K | Hold |
43,932
| – | – | 0.09% | 109 |
|
|
2023
Q2 | $510K | Buy |
43,932
+2,043
| +5% | +$23.7K | 0.08% | 111 |
|
|
2023
Q1 | $439K | Buy |
41,889
+1,795
| +4% | +$18.8K | 0.08% | 114 |
|
|
2022
Q4 | $433K | Sell |
40,094
-1,454
| -3% | -$15.7K | 0.08% | 115 |
|
|
2022
Q3 | $406K | Buy |
41,548
+4,332
| +12% | +$42.3K | 0.09% | 109 |
|
|
2022
Q2 | $332K | Buy |
37,216
+1,607
| +5% | +$14.3K | 0.07% | 118 |
|
|
2022
Q1 | $388K | Buy |
35,609
+1,177
| +3% | +$12.8K | 0.07% | 118 |
|
|
2021
Q4 | $342K | Buy |
34,432
+3,554
| +12% | +$35.3K | 0.06% | 127 |
|
|
2021
Q3 | $322K | Buy |
30,878
+5,181
| +20% | +$54K | 0.07% | 122 |
|
|
2021
Q2 | $267K | Buy |
25,697
+6,656
| +35% | +$69.2K | 0.06% | 137 |
|
|
2021
Q1 | $172K | Sell |
19,041
-8,304
| -30% | -$75K | 0.04% | 146 |
|
|
2020
Q4 | $217K | Buy |
27,345
+1,715
| +7% | +$13.6K | 0.05% | 139 |
|
|
2020
Q3 | $147K | Buy |
25,630
+4,050
| +19% | +$23.2K | 0.04% | 132 |
|
|
2020
Q2 | $125K | Buy |
21,580
+3,591
| +20% | +$20.8K | 0.04% | 123 |
|
|
2020
Q1 | $45K | Buy |
+17,989
| New | +$45K | 0.02% | 121 |
|