WAM
Weinberger Asset Management’s ATI ATI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Hold |
8,800
| – | – | 0.29% | 47 |
|
|
2025
Q1 | $458K | Hold |
8,800
| – | – | 0.2% | 61 |
|
|
2024
Q4 | $484K | Sell |
8,800
-24
| -0.3% | -$1.32K | 0.2% | 58 |
|
|
2024
Q3 | $590K | Buy |
8,824
+24
| +0.3% | +$1.61K | 0.25% | 54 |
|
|
2024
Q2 | $488K | Hold |
8,800
| – | – | 0.23% | 57 |
|
|
2024
Q1 | $450K | Hold |
8,800
| – | – | 0.22% | 60 |
|
|
2023
Q4 | $400K | Hold |
8,800
| – | – | 0.21% | 63 |
|
|
2023
Q3 | $362K | Sell |
8,800
-4
| -0% | -$165 | 0.21% | 62 |
|
|
2023
Q2 | $389K | Buy |
8,804
+4
| +0% | +$177 | 0.21% | 62 |
|
|
2023
Q1 | $347K | Hold |
8,800
| – | – | 0.2% | 63 |
|
|
2022
Q4 | $263K | Hold |
8,800
| – | – | 0.16% | 65 |
|
|
2022
Q3 | $234K | Sell |
8,800
-2,525
| -22% | -$67.2K | 0.16% | 63 |
|
|
2022
Q2 | $257K | Buy |
+11,325
| New | +$257K | 0.17% | 64 |
|