Creative Planning’s Avnet AVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Buy |
46,786
+19,696
| +73% | +$1.05M | ﹤0.01% | 1163 |
|
|
2025
Q1 | $1.3M | Buy |
27,090
+2,310
| +9% | +$111K | ﹤0.01% | 1505 |
|
|
2024
Q4 | $1.3M | Buy |
24,780
+3,815
| +18% | +$200K | ﹤0.01% | 1449 |
|
|
2024
Q3 | $1.14M | Buy |
20,965
+1,426
| +7% | +$77.4K | ﹤0.01% | 1422 |
|
|
2024
Q2 | $1.01M | Buy |
19,539
+2,122
| +12% | +$109K | ﹤0.01% | 1392 |
|
|
2024
Q1 | $864K | Buy |
17,417
+1,370
| +9% | +$67.9K | ﹤0.01% | 1425 |
|
|
2023
Q4 | $809K | Buy |
16,047
+3,116
| +24% | +$157K | ﹤0.01% | 1356 |
|
|
2023
Q3 | $623K | Buy |
12,931
+1,737
| +16% | +$83.7K | ﹤0.01% | 1421 |
|
|
2023
Q2 | $565K | Buy |
11,194
+6,144
| +122% | +$310K | ﹤0.01% | 1466 |
|
|
2023
Q1 | $228K | Buy |
+5,050
| New | +$228K | ﹤0.01% | 2016 |
|
|
2017
Q3 | – | Sell |
-1,958
| Closed | -$76K | – | 1987 |
|
|
2017
Q2 | $76K | Sell |
1,958
-167
| -8% | -$6.48K | ﹤0.01% | 2168 |
|
|
2017
Q1 | $97K | Hold |
2,125
| – | – | ﹤0.01% | 1970 |
|
|
2016
Q4 | $101K | Buy |
2,125
+88
| +4% | +$4.18K | ﹤0.01% | 1840 |
|
|
2016
Q3 | $84K | Buy |
2,037
+648
| +47% | +$26.7K | ﹤0.01% | 1950 |
|
|
2016
Q2 | $56K | Buy |
1,389
+56
| +4% | +$2.26K | ﹤0.01% | 2048 |
|
|
2016
Q1 | $59K | Sell |
1,333
-302
| -18% | -$13.4K | ﹤0.01% | 1958 |
|
|
2015
Q4 | $70K | Buy |
1,635
+12
| +0.7% | +$514 | ﹤0.01% | 1830 |
|
|
2015
Q3 | $69K | Buy |
+1,623
| New | +$69K | ﹤0.01% | 1812 |
|
|
2015
Q2 | – | Sell |
-2,083
| Closed | -$93K | – | 1198 |
|
|
2015
Q1 | $93K | Sell |
2,083
-108
| -5% | -$4.82K | ﹤0.01% | 1603 |
|
|
2014
Q4 | $94K | Sell |
2,191
-42
| -2% | -$1.8K | ﹤0.01% | 1568 |
|
|
2014
Q3 | $93K | Buy |
2,233
+150
| +7% | +$6.25K | ﹤0.01% | 1516 |
|
|
2014
Q2 | $92K | Sell |
2,083
-222
| -10% | -$9.81K | ﹤0.01% | 1473 |
|
|
2014
Q1 | $107K | Buy |
2,305
+222
| +11% | +$10.3K | ﹤0.01% | 1360 |
|
|
2013
Q4 | $92K | Buy |
2,083
+268
| +15% | +$11.8K | ﹤0.01% | 1236 |
|
|
2013
Q3 | $76K | Buy |
1,815
+765
| +73% | +$32K | ﹤0.01% | 1281 |
|
|
2013
Q2 | $35K | Buy |
+1,050
| New | +$35K | ﹤0.01% | 1578 |
|