Creative Planning’s Avnet AVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.87M | Buy |
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|
2025
Q2 | $2.48M | Buy |
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|
2025
Q1 | $1.3M | Buy |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $864K | Buy |
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|
2023
Q4 | $809K | Buy |
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|
2023
Q3 | $623K | Buy |
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|
2023
Q2 | $565K | Buy |
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|
2023
Q1 | $228K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $76K | Sell |
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|
2017
Q1 | $97K | Hold |
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|
2016
Q4 | $101K | Buy |
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|
2016
Q3 | $84K | Buy |
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|
2016
Q2 | $56K | Buy |
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|
2016
Q1 | $59K | Sell |
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|
2015
Q4 | $70K | Buy |
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|
2015
Q3 | $69K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $93K | Sell |
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|
2014
Q4 | $94K | Sell |
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|
2014
Q3 | $93K | Buy |
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|
2014
Q2 | $92K | Sell |
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|
2014
Q1 | $107K | Buy |
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|
2013
Q4 | $92K | Buy |
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|
2013
Q3 | $76K | Buy |
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|
2013
Q2 | $35K | Buy |
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