Transform Wealth’s Antero Midstream AM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $272K | Sell |
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|
2024
Q4 | $1.2M | Hold |
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|
2024
Q3 | $1.19M | Hold |
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|
2024
Q2 | $1.17M | Hold |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.14M | Hold |
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|
2023
Q3 | $1.09M | Hold |
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|
2023
Q2 | $1.05M | Hold |
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|
2023
Q1 | $953K | Hold |
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|
2022
Q4 | $980K | Hold |
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|
2022
Q3 | $834K | Buy |
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|
2022
Q2 | $241K | Sell |
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|
2022
Q1 | $987K | Sell |
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|
2021
Q4 | $903K | Buy |
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|
2021
Q3 | $304K | Hold |
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|
2021
Q2 | $303K | Hold |
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|
2021
Q1 | $263K | Hold |
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|
2020
Q4 | $225K | Sell |
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|
2020
Q3 | $193K | Sell |
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|
2020
Q2 | $211K | Sell |
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|
2020
Q1 | $87K | Buy |
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|
2019
Q4 | $310K | Buy |
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|
2019
Q3 | $294K | Buy |
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|
2019
Q2 | $454K | Sell |
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|
2019
Q1 | $14.3M | Buy |
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|
2018
Q4 | $11.2M | Sell |
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|
2018
Q3 | $20.8M | Hold |
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|
2018
Q2 | $23.2M | Buy |
|