Atria Wealth Solutions’s AvalonBay Communities AVB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$227K	Buy	1,105 +48	+5%	+$9.82K	0.01%	1306
2025 Q1	$229K	Buy	1,057 +10	+1%	+$2.17K	﹤0.01%	1643
2024 Q4	$232K	Sell	1,047 -54	-5%	-$12.2K	﹤0.01%	1721
2024 Q3	$250K	Sell	1,101 -2,032	-65%	-$439K	﹤0.01%	1623
2024 Q2	$650K	Buy	3,133 +1,955	+166%	+$378K	0.01%	1100
2024 Q1	$220K	Sell	1,178 -68	-5%	-$12.2K	﹤0.01%	1763
2023 Q4	$235K	Buy	1,246 +11	+0.9%	+$1.92K	﹤0.01%	1673
2023 Q3	$214K	Sell	1,235 -12	-1%	-$2.22K	﹤0.01%	1657
2023 Q2	$238K	Sell	1,247 -40	-3%	-$7.14K	﹤0.01%	1592
2023 Q1	$218K	Buy	1,287 +12	+0.9%	+$2.05K	﹤0.01%	1621
2022 Q4	$208K	Buy	+1,275	New	+$217K	﹤0.01%	1590
2022 Q2	–	Sell	-1,540	Closed	-$383K	–	1642
2022 Q1	$383K	Buy	+1,540	New	+$376K	0.01%	1196