Creative Planning’s AeroVironment AVAV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.9M | Buy |
6,653
+3,647
| +121% | +$1.04M | ﹤0.01% | 1358 |
|
2025
Q1 | $358K | Sell |
3,006
-229
| -7% | -$27.3K | ﹤0.01% | 2584 |
|
2024
Q4 | $498K | Sell |
3,235
-792
| -20% | -$122K | ﹤0.01% | 2221 |
|
2024
Q3 | $807K | Sell |
4,027
-50
| -1% | -$10K | ﹤0.01% | 1693 |
|
2024
Q2 | $743K | Buy |
4,077
+2,732
| +203% | +$498K | ﹤0.01% | 1625 |
|
2024
Q1 | $206K | Buy |
+1,345
| New | +$206K | ﹤0.01% | 2535 |
|
2023
Q2 | – | Sell |
-6
| Closed | -$550 | – | 2545 |
|
2023
Q1 | $550 | Buy |
+6
| New | +$550 | ﹤0.01% | 2483 |
|
2021
Q2 | – | Sell |
-1,794
| Closed | -$208K | – | 2014 |
|
2021
Q1 | $208K | Buy |
+1,794
| New | +$208K | ﹤0.01% | 2026 |
|
2017
Q3 | – | Sell |
-200
| Closed | -$8K | – | 1981 |
|
2017
Q2 | $8K | Buy |
200
+28
| +16% | +$1.12K | ﹤0.01% | 3681 |
|
2017
Q1 | $5K | Buy |
+172
| New | +$5K | ﹤0.01% | 3882 |
|
2016
Q4 | – | Sell |
-200
| Closed | -$5K | – | 4426 |
|
2016
Q3 | $5K | Sell |
200
-100
| -33% | -$2.5K | ﹤0.01% | 3771 |
|
2016
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 3315 |
|
2016
Q1 | $8K | Sell |
300
-600
| -67% | -$16K | ﹤0.01% | 3279 |
|
2015
Q4 | $27K | Sell |
900
-1,500
| -63% | -$45K | ﹤0.01% | 2581 |
|
2015
Q3 | $48K | Buy |
+2,400
| New | +$48K | ﹤0.01% | 2056 |
|
2015
Q2 | – | Sell |
-2,400
| Closed | -$64K | – | 1190 |
|
2015
Q1 | $64K | Hold |
2,400
| – | – | ﹤0.01% | 1831 |
|
2014
Q4 | $65K | Buy |
2,400
+1,160
| +94% | +$31.4K | ﹤0.01% | 1807 |
|
2014
Q3 | $37K | Buy |
1,240
+1,040
| +520% | +$31K | ﹤0.01% | 2110 |
|
2014
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 3022 |
|
2014
Q1 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 2788 |
|