CAPTRUST Financial Advisors’s Adverum Biotechnologies ADVM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5K | Sell |
10,000
-624
| -6% | -$1.34K | ﹤0.01% | 2469 |
|
|
2025
Q1 | $46.4K | Buy |
+10,624
| New | +$46.4K | ﹤0.01% | 2287 |
|
|
2024
Q4 | – | Sell |
-10,115
| Closed | -$71K | – | 2294 |
|
|
2024
Q3 | $71K | Buy |
+10,115
| New | +$71K | ﹤0.01% | 2221 |
|
|
2023
Q4 | – | Sell |
-2,050
| Closed | -$30.8K | – | 2656 |
|
|
2023
Q3 | $30.8K | Buy |
+2,050
| New | +$30.8K | ﹤0.01% | 2506 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | -$1K | – | 2094 |
|
|
2022
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 4615 |
|
|
2022
Q1 | $1K | Sell |
50
-91
| -65% | -$1.82K | ﹤0.01% | 4643 |
|
|
2021
Q4 | $2K | Buy |
141
+38
| +37% | +$539 | ﹤0.01% | 4382 |
|
|
2021
Q3 | $2K | Buy |
103
+53
| +106% | +$1.03K | ﹤0.01% | 4223 |
|
|
2021
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 4137 |
|
|
2021
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 3708 |
|
|
2020
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 2823 |
|
|
2020
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 2510 |
|
|
2020
Q2 | $11K | Buy |
+50
| New | +$11K | ﹤0.01% | 2141 |
|