MWM
Moran Wealth Management’s AvalonBay Communities AVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
7,201
+13
| +0.2% | +$2.65K | 0.05% | 297 |
|
|
2025
Q1 | $1.54M | Sell |
7,188
-65
| -0.9% | -$14K | 0.05% | 281 |
|
|
2024
Q4 | $1.6M | Sell |
7,253
-103,381
| -93% | -$22.7M | 0.05% | 265 |
|
|
2024
Q3 | $24.9M | Sell |
110,634
-393
| -0.4% | -$88.5K | 0.77% | 32 |
|
|
2024
Q2 | $23M | Buy |
111,027
+128
| +0.1% | +$26.5K | 0.76% | 31 |
|
|
2024
Q1 | $20.6M | Sell |
110,899
-3,035
| -3% | -$563K | 0.67% | 39 |
|
|
2023
Q4 | $21.3M | Sell |
113,934
-6,372
| -5% | -$1.19M | 0.76% | 32 |
|
|
2023
Q3 | $20.7M | Sell |
120,306
-45,528
| -27% | -$7.82M | 0.8% | 33 |
|
|
2023
Q2 | $31.4M | Sell |
165,834
-33,618
| -17% | -$6.36M | 1.18% | 12 |
|
|
2023
Q1 | $33.5M | Buy |
199,452
+166,552
| +506% | +$28M | 1.27% | 10 |
|
|
2022
Q4 | $5.31M | Buy |
+32,900
| New | +$5.31M | 0.2% | 143 |
|