Mount Yale Investment Advisors’s AeroVironment AVAV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Buy |
+1,197
| New | +$341K | 0.03% | 422 |
|
|
2025
Q1 | – | Sell |
-1,324
| Closed | -$204K | – | 532 |
|
|
2024
Q4 | $204K | Sell |
1,324
-334
| -20% | -$51.4K | 0.02% | 523 |
|
|
2024
Q3 | $332K | Buy |
1,658
+288
| +21% | +$57.7K | 0.03% | 409 |
|
|
2024
Q2 | $250K | Sell |
1,370
-19
| -1% | -$3.46K | 0.02% | 482 |
|
|
2024
Q1 | $213K | Buy |
+1,389
| New | +$213K | 0.02% | 508 |
|