DWM
Diversify Wealth Management’s Avantor AVTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $733K | Buy |
57,874
+9,150
| +19% | +$116K | 0.05% | 317 |
|
|
2025
Q1 | $618K | Buy |
48,724
+7,655
| +19% | +$97.1K | 0.05% | 317 |
|
|
2024
Q4 | $890K | Buy |
41,069
+3,722
| +10% | +$80.6K | 0.07% | 236 |
|
|
2024
Q3 | $886K | Sell |
37,347
-418
| -1% | -$9.92K | 0.09% | 210 |
|
|
2024
Q2 | $942K | Buy |
+37,765
| New | +$942K | 0.12% | 166 |
|