Farmers & Merchants Trust Company’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
8,438
+82
| +1% | +$3.11K | 0.07% | 167 |
|
|
2025
Q1 | $350K | Hold |
8,356
| – | – | 0.09% | 142 |
|
|
2024
Q4 | $306K | Sell |
8,356
-500
| -6% | -$18.3K | 0.08% | 153 |
|
|
2024
Q3 | $343K | Hold |
8,856
| – | – | 0.08% | 146 |
|
|
2024
Q2 | $307K | Hold |
8,856
| – | – | 0.08% | 145 |
|
|
2024
Q1 | $310K | Hold |
8,856
| – | – | 0.08% | 150 |
|
|
2023
Q4 | $317K | Sell |
8,856
-1,000
| -10% | -$35.7K | 0.08% | 137 |
|
|
2023
Q3 | $319K | Hold |
9,856
| – | – | 0.09% | 123 |
|
|
2023
Q2 | $387K | Hold |
9,856
| – | – | 0.1% | 124 |
|
|
2023
Q1 | $418K | Hold |
9,856
| – | – | 0.12% | 117 |
|
|
2022
Q4 | $437K | Sell |
9,856
-2,408
| -20% | -$107K | 0.12% | 109 |
|
|
2022
Q3 | $454K | Hold |
12,264
| – | – | 0.14% | 102 |
|
|
2022
Q2 | $534K | Sell |
12,264
-42
| -0.3% | -$1.83K | 0.16% | 93 |
|
|
2022
Q1 | $556K | Hold |
12,306
| – | – | 0.14% | 99 |
|
|
2021
Q4 | $523K | Hold |
12,306
| – | – | 0.13% | 103 |
|
|
2021
Q3 | $481K | Hold |
12,306
| – | – | 0.13% | 103 |
|
|
2021
Q2 | $525K | Sell |
12,306
-128
| -1% | -$5.46K | 0.14% | 96 |
|
|
2021
Q1 | $594K | Hold |
12,434
| – | – | 0.2% | 83 |
|
|
2020
Q4 | $499K | Hold |
12,434
| – | – | 0.18% | 86 |
|
|
2020
Q3 | $424K | Hold |
12,434
| – | – | 0.17% | 91 |
|
|
2020
Q2 | $452K | Hold |
12,434
| – | – | 0.2% | 89 |
|
|
2020
Q1 | $528K | Hold |
12,434
| – | – | 0.29% | 70 |
|
|
2019
Q4 | $598K | Hold |
12,434
| – | – | 0.25% | 75 |
|
|
2019
Q3 | $602K | Hold |
12,434
| – | – | 0.26% | 75 |
|
|
2019
Q2 | $555K | Hold |
12,434
| – | – | 0.25% | 78 |
|
|
2019
Q1 | $505K | Hold |
12,434
| – | – | 0.23% | 84 |
|
|
2018
Q4 | $528K | Buy |
+12,434
| New | +$528K | 0.26% | 73 |
|