Waldron Private Wealth’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $820K | Sell |
9,503
-2,950
| -24% | -$255K | 0.04% | 155 |
|
|
2025
Q1 | $648K | Sell |
12,453
-141
| -1% | -$7.34K | 0.03% | 165 |
|
|
2024
Q4 | $693K | Sell |
12,594
-17,323
| -58% | -$953K | 0.03% | 208 |
|
|
2024
Q3 | $2M | Buy |
29,917
+23
| +0.1% | +$1.54K | 0.08% | 104 |
|
|
2024
Q2 | $1.66M | Hold |
29,894
| – | – | 0.07% | 111 |
|
|
2024
Q1 | $1.53M | Hold |
29,894
| – | – | 0.07% | 117 |
|
|
2023
Q4 | $1.36M | Buy |
29,894
+2
| +0% | +$91 | 0.06% | 123 |
|
|
2023
Q3 | $1.23M | Hold |
29,892
| – | – | 0.06% | 130 |
|
|
2023
Q2 | $1.32M | Sell |
29,892
-79
| -0.3% | -$3.49K | 0.07% | 125 |
|
|
2023
Q1 | $1.18M | Buy |
+29,971
| New | +$1.18M | 0.06% | 149 |
|
|
2015
Q4 | – | Sell |
-27,000
| Closed | -$382K | – | 169 |
|
|
2015
Q3 | $382K | Buy |
+27,000
| New | +$382K | 0.16% | 59 |
|