Creative Planning’s AvePoint AVPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
85,462
+36,542
| +75% | +$706K | ﹤0.01% | 1466 |
|
|
2025
Q1 | $706K | Buy |
48,920
+21,556
| +79% | +$311K | ﹤0.01% | 1992 |
|
|
2024
Q4 | $452K | Sell |
27,364
-1,981
| -7% | -$32.7K | ﹤0.01% | 2314 |
|
|
2024
Q3 | $345K | Buy |
29,345
+4,698
| +19% | +$55.3K | ﹤0.01% | 2411 |
|
|
2024
Q2 | $257K | Buy |
24,647
+8,039
| +48% | +$83.8K | ﹤0.01% | 2477 |
|
|
2024
Q1 | $132K | Buy |
16,608
+5,573
| +51% | +$44.1K | ﹤0.01% | 2651 |
|
|
2023
Q4 | $90.6K | Buy |
+11,035
| New | +$90.6K | ﹤0.01% | 2572 |
|