Heard Capital LLC’s AeroVironment AVAV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$158M Sell
553,025
-286,347
-34% -$81.6M 8.23% 8
2025
Q1
$100M Buy
839,372
+89,172
+12% +$10.6M 5.94% 9
2024
Q4
$115M Buy
750,200
+158,064
+27% +$24.3M 6.87% 8
2024
Q3
$119M Buy
592,136
+120,447
+26% +$24.1M 6.66% 9
2024
Q2
$85.9M Sell
471,689
-92,590
-16% -$16.9M 5.24% 10
2024
Q1
$86.5M Sell
564,279
-73,366
-12% -$11.2M 5.42% 10
2023
Q4
$80.4M Sell
637,645
-43,627
-6% -$5.5M 5.33% 10
2023
Q3
$76M Sell
681,272
-6,848
-1% -$764K 5.6% 9
2023
Q2
$70.4M Sell
688,120
-30,692
-4% -$3.14M 5.35% 11
2023
Q1
$65.9M Buy
718,812
+35,282
+5% +$3.23M 5.43% 9
2022
Q4
$58.6M Buy
683,530
+149,860
+28% +$12.8M 6.23% 9
2022
Q3
$44.5M Buy
533,670
+28,810
+6% +$2.4M 5.21% 9
2022
Q2
$41.5M Buy
504,860
+79,825
+19% +$6.56M 4.45% 10
2022
Q1
$40M Buy
425,035
+47,886
+13% +$4.51M 3.66% 13
2021
Q4
$23.4M Buy
377,149
+93,624
+33% +$5.81M 3.66% 12
2021
Q3
$24.5M Buy
283,525
+120,855
+74% +$10.4M 4.74% 12
2021
Q2
$16.3M Buy
162,670
+48,675
+43% +$4.87M 3.69% 13
2021
Q1
$13.2M Buy
113,995
+5,570
+5% +$646K 3.71% 12
2020
Q4
$9.42M Sell
108,425
-4,285
-4% -$372K 3.13% 14
2020
Q3
$6.76M Buy
+112,710
New +$6.76M 2.78% 13