Waverly Advisors’s ATI ATI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.38M | Sell |
73,910
-473
| -0.6% | -$40.8K | 0.07% | 264 |
|
|
2025
Q1 | $3.87M | Buy |
+74,383
| New | +$3.87M | 0.05% | 342 |
|
|
2014
Q4 | – | Sell |
-199
| Closed | -$7K | – | 431 |
|
|
2014
Q3 | $7K | Hold |
199
| – | – | ﹤0.01% | 555 |
|
|
2014
Q2 | $9K | Sell |
199
-63
| -24% | -$2.85K | ﹤0.01% | 464 |
|
|
2014
Q1 | $10K | Sell |
262
-3,669
| -93% | -$140K | ﹤0.01% | 418 |
|
|
2013
Q4 | $140K | Buy |
3,931
+231
| +6% | +$8.23K | 0.05% | 182 |
|
|
2013
Q3 | $113K | Buy |
+3,700
| New | +$113K | 0.06% | 140 |
|