Waverly 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
$3.04M Sell
160,551
-142,405
-47% -$2.7M 0.03% 399
2025
Q1
$5.45M Buy
+302,956
New +$5.45M 0.07% 280