Elevation Wealth Partners’s AvalonBay Communities AVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$751K Hold
2025
Q2
$792K Hold
2025
Q1
$835K Hold
2024
Q4
$856K Sell
2024
Q3
$896K Hold
2024
Q2
$823K Hold
2024
Q1
$738K Hold
2023
Q4
$683K Buy