LWAM
Legacy Wealth Asset Management’s Avantor AVTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Sell |
31,060
-82
| -0.3% | -$1.1K | 0.11% | 271 |
|
|
2025
Q1 | $505K | Buy |
31,142
+6,779
| +28% | +$110K | 0.14% | 241 |
|
|
2024
Q4 | $513K | Buy |
24,363
+1,496
| +7% | +$31.5K | 0.14% | 237 |
|
|
2024
Q3 | $592K | Buy |
22,867
+231
| +1% | +$5.98K | 0.16% | 214 |
|
|
2024
Q2 | $480K | Buy |
22,636
+1,112
| +5% | +$23.6K | 0.14% | 237 |
|
|
2024
Q1 | $550K | Buy |
21,524
+23
| +0.1% | +$588 | 0.15% | 213 |
|
|
2023
Q4 | $491K | Buy |
21,501
+220
| +1% | +$5.02K | 0.16% | 230 |
|
|
2023
Q3 | $449K | Sell |
21,281
-20
| -0.1% | -$422 | 0.16% | 224 |
|
|
2023
Q2 | $438K | Buy |
21,301
+6,805
| +47% | +$140K | 0.15% | 230 |
|
|
2023
Q1 | $306K | Sell |
14,496
-17
| -0.1% | -$359 | 0.11% | 283 |
|
|
2022
Q4 | $306K | Buy |
+14,513
| New | +$306K | 0.12% | 285 |
|