Waverly Advisors’s SentinelOne S Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$771K Sell
42,182
-659
-2% -$12K 0.01% 683
2025
Q1
$779K Sell
42,841
-5,939
-12% -$108K 0.01% 661
2024
Q4
$1.08M Sell
48,780
-3,967
-8% -$88.1K 0.02% 493
2024
Q3
$1.26M Sell
52,747
-2,263
-4% -$54.1K 0.02% 409
2024
Q2
$1.16M Buy
55,010
+2,842
+5% +$59.8K 0.02% 413
2024
Q1
$1.22M Buy
+52,168
New +$1.22M 0.03% 336