JFS Wealth Advisors’s Avalon Holdings AWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $596 | Hold |
239
| – | – | ﹤0.01% | 1918 |
|
|
2026
Q1 | $620 | Hold |
239
| – | – | ﹤0.01% | 1747 |
|
|
2025
Q4 | $643 | Hold |
239
| – | – | ﹤0.01% | 1770 |
|
|
2025
Q3 | $624 | Hold |
239
| – | – | ﹤0.01% | 1722 |
|
|
2025
Q2 | $596 | Hold |
239
| – | – | ﹤0.01% | 1663 |
|
|
2025
Q1 | $679 | Hold |
239
| – | – | ﹤0.01% | 1726 |
|
|
2024
Q4 | $925 | Hold |
239
| – | – | ﹤0.01% | 1681 |
|
|
2024
Q3 | $610 | Hold |
239
| – | – | ﹤0.01% | 1771 |
|
|
2024
Q2 | $526 | Hold |
239
| – | – | ﹤0.01% | 1795 |
|
|
2024
Q1 | $533 | Hold |
239
| – | – | ﹤0.01% | 1777 |
|
|
2023
Q4 | $572 | Hold |
239
| – | – | ﹤0.01% | 1777 |
|
|
2023
Q3 | $464 | Hold |
239
| – | – | ﹤0.01% | 1761 |
|
|
2023
Q2 | $610 | Hold |
239
| – | – | ﹤0.01% | 1725 |
|
|
2023
Q1 | $634 | Hold |
239
| – | – | ﹤0.01% | 1680 |
|
|
2022
Q4 | $657 | Hold |
239
| – | – | ﹤0.01% | 1686 |
|
|
2022
Q3 | $1K | Hold |
239
| – | – | ﹤0.01% | 1478 |
|
|
2022
Q2 | $1K | Hold |
239
| – | – | ﹤0.01% | 1463 |
|
|
2022
Q1 | $1K | Hold |
239
| – | – | ﹤0.01% | 1572 |
|
|
2021
Q4 | $1K | Hold |
239
| – | – | ﹤0.01% | 1254 |
|
|
2021
Q3 | $1K | Hold |
239
| – | – | ﹤0.01% | 800 |
|
|
2021
Q2 | $1K | Hold |
239
| – | – | ﹤0.01% | 567 |
|
|
2021
Q1 | $1K | Hold |
239
| – | – | ﹤0.01% | 562 |
|
|
2020
Q4 | $1K | Hold |
239
| – | – | ﹤0.01% | 553 |
|
|
2020
Q3 | $0 | Hold |
239
| – | – | ﹤0.01% | 556 |
|
|
2020
Q2 | $0 | Hold |
239
| – | – | ﹤0.01% | 525 |
|
|
2020
Q1 | $0 | Hold |
239
| – | – | ﹤0.01% | 501 |
|
|
2019
Q4 | $0 | Hold |
239
| – | – | ﹤0.01% | 517 |
|
|
2019
Q3 | $1K | Hold |
239
| – | – | ﹤0.01% | 462 |
|
|
2019
Q2 | $1K | Hold |
239
| – | – | ﹤0.01% | 443 |
|
|
2019
Q1 | $1K | Hold |
239
| – | – | ﹤0.01% | 445 |
|
|
2018
Q4 | $1K | Hold |
239
| – | – | ﹤0.01% | 431 |
|
|
2018
Q3 | $1K | Hold |
239
| – | – | ﹤0.01% | 504 |
|
|
2018
Q2 | $1K | Hold |
239
| – | – | ﹤0.01% | 439 |
|
|
2018
Q1 | $1K | Buy |
+239
| New | +$512 | ﹤0.01% | 494 |
|
Other funds holding AWX
WIM
VCM
VFT
CTB
JFS Wealth Advisors's AWX Position: Q2 2026 in Review
JFS Wealth Advisors held its Avalon Holdings (AWX) position steady in Q2 2026 at 239 shares worth $596. The position accounts for ﹤0.01% of the portfolio, ranked #1918.
JFS Wealth Advisors first reported a position in AWX in Q1 2018 and has held it in 34 quarters since. The position peaked at $1K in Q3 2022. 11 funds tracked by Wall St. Rank hold AWX as of Q2 2026.
- JFS Wealth Advisors held 239 shares of Avalon Holdings worth $596 as of Q2 2026.
- JFS Wealth Advisors left its Avalon Holdings share count unchanged in Q2 2026.
- Avalon Holdings made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1918 holding.
- JFS Wealth Advisors first reported a position in Avalon Holdings in Q1 2018 and has held it in 34 quarters since.
- JFS Wealth Advisors's Avalon Holdings position peaked at $1K in Q3 2022.
- 11 funds tracked by Wall St. Rank held Avalon Holdings as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.