Montag & Associates’s AeroVironment AVAV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $174K | Hold |
611
| – | – | 0.01% | 411 |
|
|
2025
Q1 | $72.8K | Sell |
611
-899
| -60% | -$107K | ﹤0.01% | 550 |
|
|
2024
Q4 | $232K | Sell |
1,510
-4,209
| -74% | -$648K | 0.01% | 406 |
|
|
2024
Q3 | $1.15M | Sell |
5,719
-33
| -0.6% | -$6.62K | 0.05% | 235 |
|
|
2024
Q2 | $1.05M | Sell |
5,752
-657
| -10% | -$120K | 0.05% | 221 |
|
|
2024
Q1 | $982K | Buy |
+6,409
| New | +$982K | 0.05% | 247 |
|