Allworth Financial’s Mission Produce AVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64K | Buy |
140
+14
| +11% | +$164 | ﹤0.01% | 3783 |
|
|
2025
Q1 | $1.33K | Hold |
126
| – | – | ﹤0.01% | 3363 |
|
|
2024
Q4 | $1.5K | Hold |
126
| – | – | ﹤0.01% | 3257 |
|
|
2024
Q3 | $1.62K | Hold |
126
| – | – | ﹤0.01% | 3045 |
|
|
2024
Q2 | $1.36K | Hold |
126
| – | – | ﹤0.01% | 3061 |
|
|
2024
Q1 | $1.5K | Hold |
126
| – | – | ﹤0.01% | 2935 |
|
|
2023
Q4 | $1.27K | Sell |
126
-1,241
| -91% | -$12.5K | ﹤0.01% | 2870 |
|
|
2023
Q3 | $13.2K | Buy |
+1,367
| New | +$13.2K | ﹤0.01% | 1739 |
|
|
2023
Q2 | – | Sell |
-87
| Closed | -$967 | – | 3259 |
|
|
2023
Q1 | $967 | Hold |
87
| – | – | ﹤0.01% | 2681 |
|
|
2022
Q4 | $1.01K | Buy |
+87
| New | +$1.01K | ﹤0.01% | 2471 |
|