Sequoia Financial Advisors’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 | $497K | Buy |
26,250
+10,216
| +64% | +$194K | ﹤0.01% | 989 |
|
|
2025
Q1 | $289K | Buy |
16,034
+975
| +6% | +$17.6K | ﹤0.01% | 1072 |
|
|
2024
Q4 | $227K | Buy |
15,059
+326
| +2% | +$4.92K | ﹤0.01% | 1155 |
|
|
2024
Q3 | $222K | Buy |
14,733
+45
| +0.3% | +$677 | ﹤0.01% | 1123 |
|
|
2024
Q2 | $216K | Hold |
14,688
| – | – | ﹤0.01% | 1060 |
|
|
2024
Q1 | $207K | Sell |
14,688
-2,741
| -16% | -$38.5K | ﹤0.01% | 1049 |
|
|
2023
Q4 | $218K | Buy |
17,429
+1,006
| +6% | +$12.6K | ﹤0.01% | 1069 |
|
|
2023
Q3 | $197K | Sell |
16,423
-6,297
| -28% | -$75.4K | ﹤0.01% | 865 |
|
|
2023
Q2 | $264K | Sell |
22,720
-38
| -0.2% | -$441 | ﹤0.01% | 746 |
|
|
2023
Q1 | $239K | Sell |
22,758
-3,778
| -14% | -$39.6K | 0.01% | 704 |
|
|
2022
Q4 | $286K | Buy |
+26,536
| New | +$286K | 0.01% | 602 |
|