Creative Planning’s Avantor AVTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $754K | Buy |
56,016
+12,750
| +29% | +$172K | ﹤0.01% | 2085 |
|
2025
Q1 | $701K | Sell |
43,266
-990
| -2% | -$16K | ﹤0.01% | 1994 |
|
2024
Q4 | $932K | Buy |
44,256
+16,120
| +57% | +$340K | ﹤0.01% | 1690 |
|
2024
Q3 | $728K | Buy |
28,136
+9,866
| +54% | +$255K | ﹤0.01% | 1781 |
|
2024
Q2 | $387K | Sell |
18,270
-329
| -2% | -$6.98K | ﹤0.01% | 2148 |
|
2024
Q1 | $476K | Buy |
+18,599
| New | +$476K | ﹤0.01% | 1885 |
|
2023
Q4 | – | Sell |
-16,486
| Closed | -$348K | – | 2737 |
|
2023
Q3 | $348K | Buy |
16,486
+3,699
| +29% | +$78K | ﹤0.01% | 1806 |
|
2023
Q2 | $263K | Buy |
12,787
+2,183
| +21% | +$44.8K | ﹤0.01% | 2001 |
|
2023
Q1 | $224K | Buy |
10,604
+1,046
| +11% | +$22.1K | ﹤0.01% | 2032 |
|
2022
Q4 | $202K | Buy |
+9,558
| New | +$202K | ﹤0.01% | 2008 |
|