Atria Wealth Solutions’s AvalonBay Communities AVB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$227K Buy
1,105
+48
+5% +$9.85K 0.01% 1305
2025
Q1
$229K Buy
1,057
+10
+1% +$2.16K ﹤0.01% 1634
2024
Q4
$232K Sell
1,047
-54
-5% -$12K ﹤0.01% 1693
2024
Q3
$250K Sell
1,101
-2,032
-65% -$461K ﹤0.01% 1609
2024
Q2
$650K Buy
3,133
+1,955
+166% +$406K 0.01% 1092
2024
Q1
$220K Sell
1,178
-68
-5% -$12.7K ﹤0.01% 1750
2023
Q4
$235K Buy
1,246
+11
+0.9% +$2.08K ﹤0.01% 1661
2023
Q3
$214K Sell
1,235
-12
-1% -$2.08K ﹤0.01% 1645
2023
Q2
$238K Sell
1,247
-40
-3% -$7.63K ﹤0.01% 1585
2023
Q1
$218K Buy
1,287
+12
+0.9% +$2.04K ﹤0.01% 1612
2022
Q4
$208K Buy
+1,275
New +$208K ﹤0.01% 1581
2022
Q2
Sell
-1,540
Closed -$383K 1610
2022
Q1
$383K Buy
+1,540
New +$383K 0.01% 1195