Creative Planning’s Avadel Pharmaceuticals AVDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-20,154
| Closed | -$434K | – | 4099 |
|
|
2025
Q4 | $434K | Sell |
20,154
-3,285
| -14% | -$63.8K | ﹤0.01% | 2956 |
|
|
2025
Q3 | $358K | Buy |
23,439
+4,063
| +21% | +$52.9K | ﹤0.01% | 3010 |
|
|
2025
Q2 | $171K | Buy |
19,376
+1,759
| +10% | +$15.5K | ﹤0.01% | 3285 |
|
|
2025
Q1 | $138K | Buy |
17,617
+17,467
| +11,645% | +$146K | ﹤0.01% | 3186 |
|
|
2024
Q4 | $1.58K | Sell |
150
-12,231
| -99% | -$149K | ﹤0.01% | 3484 |
|
|
2024
Q3 | $162K | Buy |
12,381
+938
| +8% | +$14.3K | ﹤0.01% | 2907 |
|
|
2024
Q2 | $161K | Hold |
11,443
| – | – | ﹤0.01% | 2737 |
|
|
2024
Q1 | $193K | Sell |
11,443
-6,359
| -36% | -$94.7K | ﹤0.01% | 2576 |
|
|
2023
Q4 | $251K | Sell |
17,802
-1,676
| -9% | -$19.7K | ﹤0.01% | 2227 |
|
|
2023
Q3 | $201K | Buy |
19,478
+438
| +2% | +$5.87K | ﹤0.01% | 2237 |
|
|
2023
Q2 | $314K | Buy |
19,040
+584
| +3% | +$7.59K | ﹤0.01% | 1880 |
|
|
2023
Q1 | $169K | Buy |
18,456
+849
| +5% | +$6.98K | ﹤0.01% | 2170 |
|
|
2022
Q4 | $126K | Buy |
17,607
+543
| +3% | +$3.81K | ﹤0.01% | 2117 |
|
|
2022
Q3 | $85K | Buy |
17,064
+1,277
| +8% | +$7.03K | ﹤0.01% | 2055 |
|
|
2022
Q2 | $39K | Buy |
15,787
+2,083
| +15% | +$8.55K | ﹤0.01% | 2083 |
|
|
2022
Q1 | $94K | Buy |
13,704
+2,353
| +21% | +$16.2K | ﹤0.01% | 1994 |
|
|
2021
Q4 | $92K | Buy |
+11,351
| New | +$104K | ﹤0.01% | 1962 |
|
|
2021
Q2 | – | Sell |
-15,700
| Closed | -$142K | – | 2107 |
|
|
2021
Q1 | $142K | Hold |
15,700
| – | – | ﹤0.01% | 2180 |
|
|
2020
Q4 | $105K | Buy |
+15,700
| New | +$98.2K | ﹤0.01% | 2020 |
|
|
2017
Q2 | – | Sell |
-3,000
| Closed | -$29K | – | 4608 |
|
|
2017
Q1 | $29K | Buy |
3,000
+1,000
| +50% | +$10K | ﹤0.01% | 2857 |
|
|
2016
Q4 | $21K | Hold |
2,000
| – | – | ﹤0.01% | 3041 |
|
|
2016
Q3 | $25K | Hold |
2,000
| – | – | ﹤0.01% | 2890 |
|
|
2016
Q2 | $21K | Sell |
2,000
-2,500
| -56% | -$26.7K | ﹤0.01% | 2751 |
|
|
2016
Q1 | $50K | Sell |
4,500
-1,350
| -23% | -$13.4K | ﹤0.01% | 2105 |
|
|
2015
Q4 | $71K | Buy |
5,850
+350
| +6% | +$5.46K | ﹤0.01% | 1838 |
|
|
2015
Q3 | $90K | Buy |
+5,500
| New | +$121K | ﹤0.01% | 1646 |
|
|
2015
Q2 | – | Sell |
-5,500
| Closed | -$99K | – | 1237 |
|
|
2015
Q1 | $99K | Buy |
5,500
+5,000
| +1,000% | +$78.3K | ﹤0.01% | 1573 |
|
|
2014
Q4 | $9K | Buy |
+500
| New | +$7.14K | ﹤0.01% | 3166 |
|
|
2014
Q2 | – | Sell |
-13,460
| Closed | -$180K | – | 3769 |
|
|
2014
Q1 | $180K | Buy |
+13,460
| New | +$144K | ﹤0.01% | 1050 |
|
Other funds holding AVDL
Creative Planning's AVDL Position: Q1 2026 in Review
Creative Planning sold out of Avadel Pharmaceuticals (AVDL) in Q1 2026, closing a stake of 20,154 shares — an estimated $434K sold.
Creative Planning first reported a position in AVDL in Q1 2014 and held it in 29 quarters. The position peaked at $434K in Q4 2025. 2 funds tracked by Wall St. Rank hold AVDL as of Q1 2026.
- Creative Planning reported no remaining Avadel Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
- Creative Planning sold 20,154 Avadel Pharmaceuticals shares in Q1 2026, an estimated $434K.
- Creative Planning first reported a position in Avadel Pharmaceuticals in Q1 2014 and held it in 29 quarters.
- Creative Planning's Avadel Pharmaceuticals position peaked at $434K in Q4 2025.
- 2 funds tracked by Wall St. Rank held Avadel Pharmaceuticals as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.