Geneos Wealth Management’s AeroVironment AVAV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $29.6K | Sell |
104
-96
| -48% | -$27.4K | ﹤0.01% | 1836 |
|
2025
Q1 | $23.8K | Buy |
200
+100
| +100% | +$11.9K | ﹤0.01% | 2250 |
|
2024
Q4 | $15.4K | Sell |
100
-41
| -29% | -$6.31K | ﹤0.01% | 1851 |
|
2024
Q3 | $28.3K | Buy |
141
+30
| +27% | +$6.02K | ﹤0.01% | 1420 |
|
2024
Q2 | $20.2K | Hold |
111
| – | – | ﹤0.01% | 1353 |
|
2024
Q1 | $17K | Sell |
111
-200
| -64% | -$30.7K | ﹤0.01% | 1413 |
|
2023
Q4 | $39.2K | Hold |
311
| – | – | ﹤0.01% | 1139 |
|
2023
Q3 | $34.7K | Hold |
311
| – | – | ﹤0.01% | 1186 |
|
2023
Q2 | $31.8K | Hold |
311
| – | – | ﹤0.01% | 1223 |
|
2023
Q1 | $28.5K | Buy |
+311
| New | +$28.5K | ﹤0.01% | 1238 |
|
2022
Q4 | – | Sell |
-100
| Closed | -$8K | – | 2021 |
|
2022
Q3 | $8K | Sell |
100
-770
| -89% | -$61.6K | ﹤0.01% | 1559 |
|
2022
Q2 | $74K | Hold |
870
| – | – | ﹤0.01% | 1113 |
|
2022
Q1 | $81K | Hold |
870
| – | – | ﹤0.01% | 1167 |
|
2021
Q4 | $53K | Hold |
870
| – | – | ﹤0.01% | 1448 |
|
2021
Q3 | $75K | Hold |
870
| – | – | ﹤0.01% | 1280 |
|
2021
Q2 | $84K | Sell |
870
-290
| -25% | -$28K | ﹤0.01% | 1232 |
|
2021
Q1 | $128K | Hold |
1,160
| – | – | ﹤0.01% | 1185 |
|
2020
Q4 | $103K | Buy |
1,160
+290
| +33% | +$25.8K | ﹤0.01% | 1138 |
|
2020
Q3 | $53K | Hold |
870
| – | – | ﹤0.01% | 1222 |
|
2020
Q2 | $67K | Hold |
870
| – | – | ﹤0.01% | 1089 |
|
2020
Q1 | $48K | Hold |
870
| – | – | ﹤0.01% | 1122 |
|
2019
Q4 | $53K | Hold |
870
| – | – | ﹤0.01% | 1218 |
|
2019
Q3 | $46K | Hold |
870
| – | – | ﹤0.01% | 1218 |
|
2019
Q2 | $49K | Hold |
870
| – | – | ﹤0.01% | 1194 |
|
2019
Q1 | $59K | Hold |
870
| – | – | ﹤0.01% | 1066 |
|
2018
Q4 | $58K | Hold |
870
| – | – | ﹤0.01% | 1021 |
|
2018
Q3 | $97K | Hold |
870
| – | – | 0.01% | 892 |
|
2018
Q2 | $62K | Hold |
870
| – | – | ﹤0.01% | 952 |
|
2018
Q1 | $39K | Buy |
870
+500
| +135% | +$22.4K | ﹤0.01% | 1108 |
|
2017
Q4 | $20K | Sell |
370
-1,400
| -79% | -$75.7K | ﹤0.01% | 1371 |
|
2017
Q3 | $95K | Buy |
1,770
+110
| +7% | +$5.9K | 0.01% | 715 |
|
2017
Q2 | $63K | Hold |
1,660
| – | – | 0.01% | 846 |
|
2017
Q1 | $46K | Hold |
1,660
| – | – | ﹤0.01% | 921 |
|
2016
Q4 | $44K | Hold |
1,660
| – | – | 0.01% | 882 |
|
2016
Q3 | $40K | Hold |
1,660
| – | – | 0.01% | 897 |
|
2016
Q2 | $46K | Hold |
1,660
| – | – | 0.01% | 833 |
|
2016
Q1 | $46K | Buy |
+1,660
| New | +$46K | 0.01% | 815 |
|