BTWM
Baker Tilly Wealth Management’s AvalonBay Communities AVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Buy |
3,524
+277
| +9% | +$56.4K | 0.26% | 88 |
|
|
2025
Q1 | $697K | Buy |
3,247
+58
| +2% | +$12.4K | 0.27% | 92 |
|
|
2024
Q4 | $702K | Buy |
3,189
+312
| +11% | +$68.6K | 0.28% | 85 |
|
|
2024
Q3 | $648K | Buy |
2,877
+737
| +34% | +$166K | 0.29% | 86 |
|
|
2024
Q2 | $443K | Sell |
2,140
-92
| -4% | -$19K | 0.18% | 136 |
|
|
2024
Q1 | $414K | Buy |
2,232
+45
| +2% | +$8.35K | 0.07% | 294 |
|
|
2023
Q4 | $409K | Sell |
2,187
-630
| -22% | -$118K | 0.07% | 331 |
|
|
2023
Q3 | $484K | Sell |
2,817
-6,715
| -70% | -$1.15M | 0.08% | 268 |
|
|
2023
Q2 | $1.8M | Buy |
9,532
+1,841
| +24% | +$348K | 0.19% | 118 |
|
|
2023
Q1 | $1.29M | Buy |
7,691
+544
| +8% | +$91.4K | 0.15% | 156 |
|
|
2022
Q4 | $1.15M | Buy |
+7,147
| New | +$1.15M | 0.14% | 166 |
|