WCM
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Whitener Capital Management’s Nasdaq NDAQ Stock Holding History

Whitener Capital Management’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.11M Buy
14,060
+630
+5% +$55.3K 0.23% 81
2026
Q1 		$1.14M Buy
13,430
+284
+2% +$25.4K 0.26% 73
2025
Q4 		$1.28M Buy
13,146
+1,229
+10% +$111K 0.29% 70
2025
Q3 		$1.05M Sell
11,917
-519
-4% -$48.1K 0.25% 77
2025
Q2 		$1.11M Buy
12,436
+226
+2% +$18K 0.29% 70
2025
Q1 		$926K Buy
12,210
+493
+4% +$38.8K 0.26% 75
2024
Q4 		$906K Buy
11,717
+469
+4% +$36.3K 0.25% 72
2024
Q3 		$821K Buy
11,248
+361
+3% +$24.6K 0.23% 78
2024
Q2 		$656K Buy
10,887
+1,710
+19% +$104K 0.2% 85
2024
Q1 		$579K Buy
9,177
+1,130
+14% +$65.4K 0.19% 93
2023
Q4 		$468K Buy
8,047
+932
+13% +$49.1K 0.17% 98
2023
Q3 		$346K Buy
+7,115
New +$361K 0.14% 101

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FAM
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CNB
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RBCM
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P
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Swedbank
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HWAM
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