Waldron Private Wealth’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $773K | Hold |
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|
2025
Q2 | $820K | Sell |
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|
2025
Q1 | $648K | Sell |
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|
2024
Q4 | $693K | Sell |
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|
2024
Q3 | $2M | Buy |
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|
2024
Q2 | $1.66M | Hold |
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|
2024
Q1 | $1.53M | Hold |
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|
2023
Q4 | $1.36M | Buy |
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|
2023
Q3 | $1.23M | Hold |
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|
2023
Q2 | $1.32M | Sell |
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|
2023
Q1 | $1.18M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $382K | Buy |
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