Axxcess Wealth Management’s AvalonBay Communities AVB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$529K Buy
2,597
+499
+24% +$102K 0.01% 583
2025
Q1
$450K Sell
2,098
-870
-29% -$187K 0.01% 578
2024
Q4
$653K Sell
2,968
-30
-1% -$6.6K 0.02% 489
2024
Q3
$675K Buy
2,998
+853
+40% +$192K 0.02% 487
2024
Q2
$444K Sell
2,145
-12
-0.6% -$2.48K 0.01% 548
2024
Q1
$400K Sell
2,157
-95
-4% -$17.6K 0.01% 591
2023
Q4
$422K Buy
2,252
+91
+4% +$17K 0.01% 559
2023
Q3
$371K Sell
2,161
-92
-4% -$15.8K 0.01% 544
2023
Q2
$426K Buy
2,253
+122
+6% +$23.1K 0.03% 385
2023
Q1
$358K Buy
2,131
+5
+0.2% +$840 0.03% 439
2022
Q4
$343K Buy
+2,126
New +$343K 0.03% 426