Baker Tilly Wealth Management’s AvalonBay Communities AVB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,833	Closed	-$695K	–	285
2025 Q4	$695K	Sell	3,833 -198	-5%	-$35.9K	0.17%	124
2025 Q3	$779K	Buy	4,031 +507	+14%	+$98.7K	0.18%	106
2025 Q2	$717K	Buy	3,524 +277	+9%	+$56.6K	0.26%	88
2025 Q1	$697K	Buy	3,247 +58	+2%	+$12.6K	0.27%	92
2024 Q4	$702K	Buy	3,189 +312	+11%	+$70.4K	0.28%	85
2024 Q3	$648K	Buy	2,877 +737	+34%	+$159K	0.29%	86
2024 Q2	$443K	Sell	2,140 -92	-4%	-$17.8K	0.18%	136
2024 Q1	$414K	Buy	2,232 +45	+2%	+$8.09K	0.07%	294
2023 Q4	$409K	Sell	2,187 -630	-22%	-$110K	0.07%	331
2023 Q3	$484K	Sell	2,817 -6,715	-70%	-$1.24M	0.08%	268
2023 Q2	$1.8M	Buy	9,532 +1,841	+24%	+$329K	0.19%	118
2023 Q1	$1.29M	Buy	7,691 +544	+8%	+$92.8K	0.15%	156
2022 Q4	$1.15M	Buy	+7,147	New	+$1.22M	0.14%	166