WhitTier Trust Company’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $70.8K | Buy |
805
+85
| +12% | +$7.62K | ﹤0.01% | 658 |
|
|
2025
Q4 | $72.5K | Hold |
720
| – | – | ﹤0.01% | 647 |
|
|
2025
Q3 | $63.1K | Hold |
720
| – | – | ﹤0.01% | 644 |
|
|
2025
Q2 | $64.4K | Hold |
720
| – | – | ﹤0.01% | 717 |
|
|
2025
Q1 | $54.6K | Hold |
720
| – | – | ﹤0.01% | 743 |
|
|
2024
Q4 | $55.7K | Sell |
720
-48
| -6% | -$3.71K | ﹤0.01% | 730 |
|
|
2024
Q3 | $56.1K | Hold |
768
| – | – | ﹤0.01% | 725 |
|
|
2024
Q2 | $46.3K | Hold |
768
| – | – | ﹤0.01% | 720 |
|
|
2024
Q1 | $48.5K | Hold |
768
| – | – | ﹤0.01% | 685 |
|
|
2023
Q4 | $44.6K | Hold |
768
| – | – | ﹤0.01% | 695 |
|
|
2023
Q3 | $37.3K | Hold |
768
| – | – | ﹤0.01% | 696 |
|
|
2023
Q2 | $38.3K | Hold |
768
| – | – | ﹤0.01% | 734 |
|
|
2023
Q1 | $42K | Sell |
768
-27
| -3% | -$1.56K | ﹤0.01% | 700 |
|
|
2022
Q4 | $48.8K | Buy |
795
+450
| +130% | +$28K | ﹤0.01% | 675 |
|
|
2022
Q3 | $20K | Hold |
345
| – | – | ﹤0.01% | 810 |
|
|
2022
Q2 | $18K | Hold |
345
| – | – | ﹤0.01% | 834 |
|
|
2022
Q1 | $20K | Hold |
345
| – | – | ﹤0.01% | 808 |
|
|
2021
Q4 | $24K | Hold |
345
| – | – | ﹤0.01% | 781 |
|
|
2021
Q3 | $22K | Hold |
345
| – | – | ﹤0.01% | 811 |
|
|
2021
Q2 | $20K | Hold |
345
| – | – | ﹤0.01% | 791 |
|
|
2021
Q1 | $17K | Hold |
345
| – | – | ﹤0.01% | 799 |
|
|
2020
Q4 | $15K | Buy |
+345
| New | +$14.6K | ﹤0.01% | 791 |
|
|
2019
Q4 | – | Sell |
-138
| Closed | -$5K | – | 1014 |
|
|
2019
Q3 | $5K | Hold |
138
| – | – | ﹤0.01% | 914 |
|
|
2019
Q2 | $4K | Hold |
138
| – | – | ﹤0.01% | 930 |
|
|
2019
Q1 | $4K | Hold |
138
| – | – | ﹤0.01% | 927 |
|
|
2018
Q4 | $4K | Buy |
+138
| New | +$3.93K | ﹤0.01% | 950 |
|
Other funds holding NDAQ
IA
VCM
VPM
