Essex Investment Management’s AvePoint AVPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.9M Sell
512,703
-6,926
-1% -$134K 1.8% 5
2025
Q1
$7.5M Sell
519,629
-26,116
-5% -$377K 1.57% 6
2024
Q4
$9.01M Sell
545,745
-46,766
-8% -$772K 1.62% 7
2024
Q3
$6.97M Sell
592,511
-11,495
-2% -$135K 1.22% 12
2024
Q2
$6.29M Buy
604,006
+371,129
+159% +$3.87M 1.18% 17
2024
Q1
$1.84M Buy
+232,877
New +$1.84M 0.36% 112