MWM
Moran Wealth Management’s AvePoint AVPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $900K | Sell |
46,624
-1,006
| -2% | -$19.4K | 0.03% | 331 |
|
|
2025
Q1 | $688K | Sell |
47,630
-1,941
| -4% | -$28K | 0.02% | 339 |
|
|
2024
Q4 | $818K | Buy |
49,571
+1,083
| +2% | +$17.9K | 0.03% | 312 |
|
|
2024
Q3 | $571K | Buy |
48,488
+12,618
| +35% | +$149K | 0.02% | 365 |
|
|
2024
Q2 | $374K | Buy |
35,870
+3,993
| +13% | +$41.6K | 0.01% | 361 |
|
|
2024
Q1 | $252K | Buy |
31,877
+5,955
| +23% | +$47.2K | 0.01% | 393 |
|
|
2023
Q4 | $213K | Buy |
+25,922
| New | +$213K | 0.01% | 402 |
|