WWM
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Whalen Wealth Management’s AutoNation AN Stock Holding History

Whalen Wealth Management’s Portfolio AN Stock Details AN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,274
Closed -$368K – 199
2025
Q1 		$368K Buy
2,274
+770
+51% +$125K 0.25% 95
2024
Q4 		$255K Buy
+1,504
New +$255K 0.18% 112