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 $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return