Avion Wealth’s Couchbase BASE Stock Holding History

Avion Wealth’s Portfolio BASE Stock Details BASE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-34	Closed	–	–	1204
2025 Q2	$0	Sell	34 -29	-46%	-$527	﹤0.01%	1165
2025 Q1	$0	Buy	+63	New	+$1.04K	﹤0.01%	1022
2024 Q4	–	Sell	-124	Closed	-$1K	–	1007
2024 Q3	$1K	Buy	124 +90	+265%	+$1.56K	﹤0.01%	761
2024 Q2	$0	Sell	34 -18	-35%	-$419	﹤0.01%	911
2024 Q1	$2K	Buy	52 +18	+53%	+$468	﹤0.01%	635
2023 Q4	$1K	Buy	+34	New	+$623	﹤0.01%	693

Other funds holding BASE

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Avion Wealth's BASE Position: Q3 2025 in Review

Avion Wealth sold out of Couchbase (BASE) in Q3 2025, closing a stake of 34 shares.

Avion Wealth first reported a position in BASE in Q4 2023 and held it in 6 quarters. The position peaked at $2K in Q1 2024. 3 funds tracked by Wall St. Rank hold BASE as of Q3 2025.

Avion Wealth reported no remaining Couchbase position as of Q3 2025 after selling out during the quarter.
Avion Wealth sold 34 Couchbase shares in Q3 2025.
Avion Wealth first reported a position in Couchbase in Q4 2023 and held it in 6 quarters.
Avion Wealth's Couchbase position peaked at $2K in Q1 2024.
3 funds tracked by Wall St. Rank held Couchbase as of Q3 2025.

Based on Avion Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.