WCM
Westerly Capital Management’s Adtran ADTN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.75M | Buy |
975,000
+140,000
| +17% | +$1.26M | 3.24% | 10 |
|
|
2025
Q1 | $7.28M | Sell |
835,000
-95,000
| -10% | -$828K | 3.15% | 9 |
|
|
2024
Q4 | $7.75M | Sell |
930,000
-390,000
| -30% | -$3.25M | 3.58% | 7 |
|
|
2024
Q3 | $7.83M | Buy |
1,320,000
+745,000
| +130% | +$4.42M | 4.4% | 5 |
|
|
2024
Q2 | $3.02M | Buy |
+575,000
| New | +$3.02M | 1.51% | 23 |
|