Congress Wealth Management’s AeroVironment AVAV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12.4M Sell
43,450
-2,611
-6% -$744K 0.12% 202
2025
Q1
$5.49M Buy
46,061
+105
+0.2% +$12.5K 0.07% 318
2024
Q4
$7.07M Sell
45,956
-330
-0.7% -$50.8K 0.1% 239
2024
Q3
$9.28M Buy
46,286
+257
+0.6% +$51.5K 0.12% 222
2024
Q2
$8.38M Sell
46,029
-519
-1% -$94.5K 0.13% 196
2024
Q1
$7.13M Buy
46,548
+2,645
+6% +$405K 0.12% 194
2023
Q4
$5.53M Buy
43,903
+2,528
+6% +$319K 0.1% 212
2023
Q3
$4.61M Buy
41,375
+2,152
+5% +$240K 0.1% 221
2023
Q2
$4.01M Buy
39,223
+1,670
+4% +$171K 0.09% 214
2023
Q1
$3.44M Buy
37,553
+6,797
+22% +$623K 0.08% 222
2022
Q4
$2.63M Sell
30,756
-3,754
-11% -$322K 0.07% 237
2022
Q3
$2.88M Buy
+34,510
New +$2.88M 0.08% 235