Congress Asset Management’s Avista AVA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.24M Buy
85,294
+94
+0.1% +$3.57K 0.02% 256
2025
Q1
$3.57M Sell
85,200
-469
-0.5% -$19.6K 0.03% 243
2024
Q4
$3.14M Buy
85,669
+6,199
+8% +$227K 0.02% 259
2024
Q3
$3.08M Sell
79,470
-728
-0.9% -$28.2K 0.02% 256
2024
Q2
$2.78M Sell
80,198
-1,019
-1% -$35.3K 0.02% 261
2024
Q1
$2.84M Sell
81,217
-3,564
-4% -$125K 0.02% 260
2023
Q4
$3.03M Buy
84,781
+301
+0.4% +$10.8K 0.02% 270
2023
Q3
$2.73M Buy
84,480
+118
+0.1% +$3.82K 0.02% 261
2023
Q2
$3.31M Buy
84,362
+1,059
+1% +$41.6K 0.03% 249
2023
Q1
$3.54M Buy
83,303
+8,283
+11% +$352K 0.03% 239
2022
Q4
$3.33M Buy
75,020
+782
+1% +$34.7K 0.03% 246
2022
Q3
$2.75M Buy
+74,238
New +$2.75M 0.03% 245