JFS Wealth Advisors’s Avantor AVTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-366
| Closed | -$5.93K | – | 1876 |
|
|
2025
Q1 | $5.93K | Buy |
366
+68
| +23% | +$1.1K | ﹤0.01% | 1055 |
|
|
2024
Q4 | $6.28K | Sell |
298
-22
| -7% | -$464 | ﹤0.01% | 1032 |
|
|
2024
Q3 | $8.28K | Buy |
320
+61
| +24% | +$1.58K | ﹤0.01% | 922 |
|
|
2024
Q2 | $5.49K | Buy |
259
+5
| +2% | +$106 | ﹤0.01% | 1024 |
|
|
2024
Q1 | $6.5K | Hold |
254
| – | – | ﹤0.01% | 995 |
|
|
2023
Q4 | $5.8K | Buy |
254
+16
| +7% | +$365 | ﹤0.01% | 993 |
|
|
2023
Q3 | $5.02K | Buy |
238
+85
| +56% | +$1.79K | ﹤0.01% | 991 |
|
|
2023
Q2 | $3.14K | Sell |
153
-1
| -0.6% | -$21 | ﹤0.01% | 1207 |
|
|
2023
Q1 | $3.26K | Buy |
154
+49
| +47% | +$1.04K | ﹤0.01% | 1169 |
|
|
2022
Q4 | $2.21K | Buy |
105
+96
| +1,067% | +$2.02K | ﹤0.01% | 1335 |
|
|
2022
Q3 | $0 | Sell |
9
-479
| -98% | – | ﹤0.01% | 1731 |
|
|
2022
Q2 | $15K | Sell |
488
-127
| -21% | -$3.9K | ﹤0.01% | 644 |
|
|
2022
Q1 | $21K | Buy |
615
+14
| +2% | +$478 | ﹤0.01% | 589 |
|
|
2021
Q4 | $25K | Sell |
601
-392
| -39% | -$16.3K | ﹤0.01% | 531 |
|
|
2021
Q3 | $41K | Buy |
+993
| New | +$41K | ﹤0.01% | 444 |
|