TW
Transform Wealth’s Antero Midstream AM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $272K | Sell |
15,097
-64,172
| -81% | -$1.16M | 0.02% | 214 |
|
|
2024
Q4 | $1.2M | Hold |
79,269
| – | – | 0.07% | 138 |
|
|
2024
Q3 | $1.19M | Hold |
79,269
| – | – | 0.08% | 116 |
|
|
2024
Q2 | $1.17M | Hold |
79,269
| – | – | 0.09% | 119 |
|
|
2024
Q1 | $1.11M | Sell |
79,269
-11,554
| -13% | -$162K | 0.11% | 121 |
|
|
2023
Q4 | $1.14M | Hold |
90,823
| – | – | 0.11% | 132 |
|
|
2023
Q3 | $1.09M | Hold |
90,823
| – | – | 0.11% | 125 |
|
|
2023
Q2 | $1.05M | Hold |
90,823
| – | – | 0.09% | 132 |
|
|
2023
Q1 | $953K | Hold |
90,823
| – | – | 0.09% | 132 |
|
|
2022
Q4 | $980K | Hold |
90,823
| – | – | 0.11% | 121 |
|
|
2022
Q3 | $834K | Buy |
90,823
+64,172
| +241% | +$589K | 0.11% | 99 |
|
|
2022
Q2 | $241K | Sell |
26,651
-64,172
| -71% | -$580K | 0.04% | 177 |
|
|
2022
Q1 | $987K | Sell |
90,823
-2,500
| -3% | -$27.2K | 0.11% | 112 |
|
|
2021
Q4 | $903K | Buy |
93,323
+64,172
| +220% | +$621K | 0.09% | 119 |
|
|
2021
Q3 | $304K | Hold |
29,151
| – | – | 0.03% | 193 |
|
|
2021
Q2 | $303K | Hold |
29,151
| – | – | 0.04% | 201 |
|
|
2021
Q1 | $263K | Hold |
29,151
| – | – | 0.05% | 188 |
|
|
2020
Q4 | $225K | Sell |
29,151
-6,778
| -19% | -$52.3K | 0.05% | 189 |
|
|
2020
Q3 | $193K | Sell |
35,929
-5,500
| -13% | -$29.5K | 0.03% | 208 |
|
|
2020
Q2 | $211K | Sell |
41,429
-210
| -0.5% | -$1.07K | 0.04% | 208 |
|
|
2020
Q1 | $87K | Buy |
41,639
+795
| +2% | +$1.66K | 0.02% | 200 |
|
|
2019
Q4 | $310K | Buy |
40,844
+1,139
| +3% | +$8.65K | 0.05% | 187 |
|
|
2019
Q3 | $294K | Buy |
39,705
+95
| +0.2% | +$703 | 0.05% | 180 |
|
|
2019
Q2 | $454K | Sell |
39,610
-997,691
| -96% | -$11.4M | 0.07% | 177 |
|
|
2019
Q1 | $14.3M | Buy |
1,037,301
+37,301
| +4% | +$514K | 2.66% | 3 |
|
|
2018
Q4 | $11.2M | Sell |
1,000,000
-231,207
| -19% | -$2.58M | 2.3% | 3 |
|
|
2018
Q3 | $20.8M | Hold |
1,231,207
| – | – | 3.61% | 1 |
|
|
2018
Q2 | $23.2M | Buy |
+1,231,207
| New | +$23.2M | 4.2% | 1 |
|