Dimensional Fund Advisors’s Avalon Holdings AWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $186K | Hold |
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|
2025
Q1 | $212K | Buy |
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|
2024
Q4 | $288K | Hold |
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|
2024
Q3 | $190K | Sell |
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|
2024
Q2 | $177K | Sell |
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|
2024
Q1 | $183K | Sell |
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|
2023
Q4 | $200K | Sell |
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|
2023
Q3 | $168K | Sell |
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|
2023
Q2 | $246K | Sell |
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|
2023
Q1 | $308K | Hold |
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|
2022
Q4 | $320 | Buy |
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|
2022
Q3 | $308K | Sell |
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|
2022
Q2 | $302K | Buy |
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|
2022
Q1 | $380K | Sell |
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|
2021
Q4 | $420K | Sell |
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|
2021
Q3 | $492K | Sell |
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|
2021
Q2 | $614K | Buy |
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|
2021
Q1 | $470K | Buy |
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|
2020
Q4 | $326K | Sell |
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|
2020
Q3 | $225K | Sell |
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|
2020
Q2 | $214K | Sell |
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|
2020
Q1 | $173K | Sell |
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|
2019
Q4 | $263K | Sell |
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|
2019
Q3 | $314K | Sell |
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|
2019
Q2 | $372K | Sell |
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|
2019
Q1 | $428K | Hold |
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|
2018
Q4 | $440K | Sell |
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|
2018
Q3 | $619K | Hold |
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|
2018
Q2 | $359K | Sell |
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|
2018
Q1 | $405K | Hold |
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|
2017
Q4 | $368K | Hold |
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|
2017
Q3 | $368K | Sell |
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|
2017
Q2 | $501K | Hold |
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|
2017
Q1 | $482K | Hold |
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|
2016
Q4 | $608K | Hold |
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|
2016
Q3 | $608K | Hold |
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|
2016
Q2 | $480K | Sell |
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|
2016
Q1 | $378K | Hold |
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|
2015
Q4 | $397K | Hold |
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|
2015
Q3 | $403K | Sell |
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|
2015
Q2 | $504K | Sell |
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|
2015
Q1 | $582K | Hold |
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|
2014
Q4 | $555K | Sell |
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|
2014
Q3 | $786K | Sell |
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|
2014
Q2 | $922K | Sell |
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|
2014
Q1 | $1.08M | Hold |
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|
2013
Q4 | $1.12M | Hold |
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|
2013
Q3 | $1.16M | Sell |
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|
2013
Q2 | $803K | Buy |
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