Allworth Financial’s Adverum Biotechnologies ADVM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220 | Hold |
102
| – | – | ﹤0.01% | 4297 |
|
|
2025
Q1 | $303 | Hold |
102
| – | – | ﹤0.01% | 3783 |
|
|
2024
Q4 | $456 | Buy |
102
+100
| +5,000% | +$447 | ﹤0.01% | 3619 |
|
|
2024
Q3 | $15 | Hold |
2
| – | – | ﹤0.01% | 3708 |
|
|
2024
Q2 | $17 | Hold |
2
| – | – | ﹤0.01% | 3651 |
|
|
2024
Q1 | $29 | Hold |
2
| – | – | ﹤0.01% | 3548 |
|
|
2023
Q4 | $16 | Hold |
2
| – | – | ﹤0.01% | 3401 |
|
|
2023
Q3 | $30 | Hold |
2
| – | – | ﹤0.01% | 3383 |
|
|
2023
Q2 | $32 | Hold |
2
| – | – | ﹤0.01% | 3206 |
|
|
2023
Q1 | $15 | Hold |
2
| – | – | ﹤0.01% | 3148 |
|
|
2022
Q4 | $12 | Hold |
2
| – | – | ﹤0.01% | 2962 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 2615 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 2346 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 2078 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1903 |
|
|
2016
Q1 | – | Sell |
-250
| Closed | -$24K | – | 608 |
|
|
2015
Q4 | $24K | Sell |
250
-1,533
| -86% | -$147K | ﹤0.01% | 279 |
|
|
2015
Q3 | $147K | Hold |
1,783
| – | – | 0.05% | 99 |
|
|
2015
Q2 | $290K | Hold |
1,783
| – | – | 0.1% | 73 |
|
|
2015
Q1 | $723K | Buy |
+1,783
| New | +$723K | 0.27% | 38 |
|