Beverly Hills Private Wealth’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Sell |
1,628
-5
| -0.3% | -$1.02K | 0.06% | 243 |
|
|
2025
Q1 | $351K | Sell |
1,633
-144
| -8% | -$30.9K | 0.07% | 233 |
|
|
2024
Q4 | $391K | Sell |
1,777
-917
| -34% | -$202K | 0.08% | 204 |
|
|
2024
Q3 | $607K | Sell |
2,694
-2,401
| -47% | -$541K | 0.12% | 161 |
|
|
2024
Q2 | $1.05M | Buy |
5,095
+2,085
| +69% | +$431K | 0.23% | 110 |
|
|
2024
Q1 | $559K | Buy |
+3,010
| New | +$559K | 0.13% | 172 |
|