Congress Wealth Management’s AeroVironment AVAV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$12.4M	Sell	43,450 -2,611	-6%	-$442K	0.12%	202
2025 Q1	$5.49M	Buy	46,061 +105	+0.2%	+$16.1K	0.07%	318
2024 Q4	$7.07M	Sell	45,956 -330	-0.7%	-$64.6K	0.1%	239
2024 Q3	$9.28M	Buy	46,286 +257	+0.6%	+$46.3K	0.12%	222
2024 Q2	$8.38M	Sell	46,029 -519	-1%	-$93.3K	0.13%	196
2024 Q1	$7.13M	Buy	46,548 +2,645	+6%	+$353K	0.12%	194
2023 Q4	$5.53M	Buy	43,903 +2,528	+6%	+$309K	0.1%	212
2023 Q3	$4.61M	Buy	41,375 +2,152	+5%	+$217K	0.1%	221
2023 Q2	$4.01M	Buy	39,223 +1,670	+4%	+$168K	0.09%	214
2023 Q1	$3.44M	Buy	37,553 +6,797	+22%	+$602K	0.08%	222
2022 Q4	$2.63M	Sell	30,756 -3,754	-11%	-$321K	0.07%	237
2022 Q3	$2.88M	Buy	+34,510	New	+$3.09M	0.08%	235