Creative Planning’s Avid Bioservices, Inc. Common Stock CDMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-28,305
| Closed | -$350K | – | 3752 |
|
|
2024
Q4 | $350K | Buy |
28,305
+8,127
| +40% | +$100K | ﹤0.01% | 2530 |
|
|
2024
Q3 | $230K | Buy |
20,178
+6,672
| +49% | +$75.9K | ﹤0.01% | 2736 |
|
|
2024
Q2 | $96.4K | Buy |
+13,506
| New | +$96.4K | ﹤0.01% | 2829 |
|
|
2017
Q3 | – | Sell |
-2,600
| Closed | -$11K | – | 3708 |
|
|
2017
Q2 | $11K | Buy |
2,600
+100
| +4% | +$423 | ﹤0.01% | 3547 |
|
|
2017
Q1 | $11K | Buy |
2,500
+786
| +46% | +$3.46K | ﹤0.01% | 3510 |
|
|
2016
Q4 | $4K | Buy |
1,714
+1,428
| +499% | +$3.33K | ﹤0.01% | 3982 |
|
|
2016
Q3 | $1K | Sell |
286
-1,143
| -80% | -$4K | ﹤0.01% | 4280 |
|
|
2016
Q2 | $4K | Sell |
1,429
-314
| -18% | -$879 | ﹤0.01% | 3705 |
|
|
2016
Q1 | $5K | Sell |
1,743
-1,857
| -52% | -$5.33K | ﹤0.01% | 3563 |
|
|
2015
Q4 | $29K | Buy |
3,600
+3,286
| +1,046% | +$26.5K | ﹤0.01% | 2550 |
|
|
2015
Q3 | $2K | Buy |
+314
| New | +$2K | ﹤0.01% | 3909 |
|
|
2015
Q2 | – | Sell |
-214
| Closed | -$2K | – | 2980 |
|
|
2015
Q1 | $2K | Hold |
214
| – | – | ﹤0.01% | 3807 |
|
|
2014
Q4 | $2K | Sell |
214
-429
| -67% | -$4.01K | ﹤0.01% | 3759 |
|
|
2014
Q3 | $6K | Hold |
643
| – | – | ﹤0.01% | 3170 |
|
|
2014
Q2 | $8K | Hold |
643
| – | – | ﹤0.01% | 2931 |
|
|
2014
Q1 | $9K | Buy |
643
+24
| +4% | +$336 | ﹤0.01% | 2769 |
|
|
2013
Q4 | $6K | Hold |
619
| – | – | ﹤0.01% | 2788 |
|
|
2013
Q3 | $6K | Hold |
619
| – | – | ﹤0.01% | 2680 |
|
|
2013
Q2 | $6K | Buy |
+619
| New | +$6K | ﹤0.01% | 2494 |
|