Montag & Associates’s AvalonBay Communities AVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8K | Hold |
72
| – | – | ﹤0.01% | 702 |
|
|
2025
Q1 | $15.6K | Sell |
72
-65
| -47% | -$14.1K | ﹤0.01% | 741 |
|
|
2024
Q4 | $30.4K | Hold |
137
| – | – | ﹤0.01% | 669 |
|
|
2024
Q3 | $31.1K | Hold |
137
| – | – | ﹤0.01% | 679 |
|
|
2024
Q2 | $28.6K | Buy |
137
+56
| +69% | +$11.7K | ﹤0.01% | 671 |
|
|
2024
Q1 | $15.2K | Buy |
81
+28
| +53% | +$5.24K | ﹤0.01% | 722 |
|
|
2023
Q4 | $10K | Hold |
53
| – | – | ﹤0.01% | 773 |
|
|
2023
Q3 | $9.19K | Sell |
53
-34
| -39% | -$5.9K | ﹤0.01% | 746 |
|
|
2023
Q2 | $16.6K | Hold |
87
| – | – | ﹤0.01% | 685 |
|
|
2023
Q1 | $14.8K | Hold |
87
| – | – | ﹤0.01% | 689 |
|
|
2022
Q4 | $14.2K | Hold |
87
| – | – | ﹤0.01% | 695 |
|
|
2022
Q3 | $16K | Hold |
87
| – | – | ﹤0.01% | 683 |
|
|
2022
Q2 | $17K | Sell |
87
-198
| -69% | -$38.7K | ﹤0.01% | 651 |
|
|
2022
Q1 | $71K | Buy |
285
+232
| +438% | +$57.8K | ﹤0.01% | 510 |
|
|
2021
Q4 | $13K | Hold |
53
| – | – | ﹤0.01% | 707 |
|
|
2021
Q3 | $12K | Hold |
53
| – | – | ﹤0.01% | 711 |
|
|
2021
Q2 | $11K | Hold |
53
| – | – | ﹤0.01% | 719 |
|
|
2021
Q1 | $10K | Hold |
53
| – | – | ﹤0.01% | 727 |
|
|
2020
Q4 | $9K | Buy |
+53
| New | +$9K | ﹤0.01% | 708 |
|