Creative Planning’s Avadel Pharmaceuticals AVDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171K | Buy |
19,376
+1,759
| +10% | +$15.6K | ﹤0.01% | 3271 |
|
|
2025
Q1 | $138K | Buy |
17,617
+17,467
| +11,645% | +$137K | ﹤0.01% | 3172 |
|
|
2024
Q4 | $1.58K | Sell |
150
-12,231
| -99% | -$129K | ﹤0.01% | 3462 |
|
|
2024
Q3 | $162K | Buy |
12,381
+938
| +8% | +$12.3K | ﹤0.01% | 2907 |
|
|
2024
Q2 | $161K | Hold |
11,443
| – | – | ﹤0.01% | 2723 |
|
|
2024
Q1 | $193K | Sell |
11,443
-6,359
| -36% | -$107K | ﹤0.01% | 2566 |
|
|
2023
Q4 | $251K | Sell |
17,802
-1,676
| -9% | -$23.7K | ﹤0.01% | 2220 |
|
|
2023
Q3 | $201K | Buy |
19,478
+438
| +2% | +$4.51K | ﹤0.01% | 2230 |
|
|
2023
Q2 | $314K | Buy |
19,040
+584
| +3% | +$9.62K | ﹤0.01% | 1872 |
|
|
2023
Q1 | $169K | Buy |
18,456
+849
| +5% | +$7.78K | ﹤0.01% | 2161 |
|
|
2022
Q4 | $126K | Buy |
17,607
+543
| +3% | +$3.89K | ﹤0.01% | 2107 |
|
|
2022
Q3 | $85K | Buy |
17,064
+1,277
| +8% | +$6.36K | ﹤0.01% | 2033 |
|
|
2022
Q2 | $39K | Buy |
15,787
+2,083
| +15% | +$5.15K | ﹤0.01% | 2059 |
|
|
2022
Q1 | $94K | Buy |
13,704
+2,353
| +21% | +$16.1K | ﹤0.01% | 1989 |
|
|
2021
Q4 | $92K | Buy |
+11,351
| New | +$92K | ﹤0.01% | 1962 |
|
|
2021
Q2 | – | Sell |
-15,700
| Closed | -$142K | – | 2015 |
|
|
2021
Q1 | $142K | Hold |
15,700
| – | – | ﹤0.01% | 2133 |
|
|
2020
Q4 | $105K | Buy |
+15,700
| New | +$105K | ﹤0.01% | 1963 |
|
|
2017
Q2 | – | Sell |
-3,000
| Closed | -$29K | – | 4483 |
|
|
2017
Q1 | $29K | Buy |
3,000
+1,000
| +50% | +$9.67K | ﹤0.01% | 2829 |
|
|
2016
Q4 | $21K | Hold |
2,000
| – | – | ﹤0.01% | 3005 |
|
|
2016
Q3 | $25K | Hold |
2,000
| – | – | ﹤0.01% | 2862 |
|
|
2016
Q2 | $21K | Sell |
2,000
-2,500
| -56% | -$26.3K | ﹤0.01% | 2721 |
|
|
2016
Q1 | $50K | Sell |
4,500
-1,350
| -23% | -$15K | ﹤0.01% | 2093 |
|
|
2015
Q4 | $71K | Buy |
5,850
+350
| +6% | +$4.25K | ﹤0.01% | 1819 |
|
|
2015
Q3 | $90K | Buy |
+5,500
| New | +$90K | ﹤0.01% | 1637 |
|
|
2015
Q2 | – | Sell |
-5,500
| Closed | -$99K | – | 1193 |
|
|
2015
Q1 | $99K | Buy |
5,500
+5,000
| +1,000% | +$90K | ﹤0.01% | 1563 |
|
|
2014
Q4 | $9K | Buy |
+500
| New | +$9K | ﹤0.01% | 3119 |
|
|
2014
Q2 | – | Sell |
-13,460
| Closed | -$180K | – | 3638 |
|
|
2014
Q1 | $180K | Buy |
+13,460
| New | +$180K | ﹤0.01% | 1049 |
|