Number of Shares
157
Previous 383 59.01%
Holding current value
$16.8 Million
Previous $38.7 Million 56.7%
% of portfolio
0.0%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

SELL
N/A
-226 Reduced 59.01%
157 $16.8 Million
Q2 2025

Aug 11, 2025

BUY
N/A
202 Added 111.6%
383 $38.7 Million
Q1 2025

May 09, 2025

BUY
N/A
9 Added 5.23%
181 $17.7 Million
Q4 2024

Feb 12, 2025

SELL
N/A
-5 Reduced 2.82%
172 $17.5 Million
Q3 2024

Nov 14, 2024

SELL
N/A
-14 Reduced 7.33%
177 $19.8 Million
Q1 2024

May 13, 2024

SELL
N/A
-4 Reduced 2.05%
191 $17 Million
Q4 2023

Feb 09, 2024

BUY
N/A
195 New
195 $16.1 Million
Track This Portfolio

Track Annis Gardner Whiting Capital Advisors, LLC Portfolio

Follow Annis Gardner Whiting Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Annis Gardner Whiting Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annis Gardner Whiting Capital Advisors, LLC with notifications on news.