Mount Yale Investment Advisors’s Avantor AVTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,343
| Closed | -$268K | – | 540 |
|
|
2024
Q3 | $268K | Sell |
10,343
-2,907
| -22% | -$75.2K | 0.03% | 470 |
|
|
2024
Q2 | $281K | Sell |
13,250
-5,472
| -29% | -$116K | 0.02% | 449 |
|
|
2024
Q1 | $479K | Buy |
18,722
+9,066
| +94% | +$232K | 0.04% | 357 |
|
|
2023
Q4 | $220K | Sell |
9,656
-11,421
| -54% | -$261K | 0.02% | 463 |
|
|
2023
Q3 | $444K | Buy |
21,077
+3,801
| +22% | +$80.1K | 0.05% | 323 |
|
|
2023
Q2 | $355K | Buy |
17,276
+4,592
| +36% | +$94.3K | 0.04% | 362 |
|
|
2023
Q1 | $268K | Buy |
+12,684
| New | +$268K | 0.03% | 406 |
|
|
2022
Q4 | – | Sell |
-14,965
| Closed | -$293K | – | 452 |
|
|
2022
Q3 | $293K | Buy |
14,965
+1,371
| +10% | +$26.8K | 0.04% | 347 |
|
|
2022
Q2 | $423K | Buy |
13,594
+1,636
| +14% | +$50.9K | 0.05% | 307 |
|
|
2022
Q1 | $404K | Buy |
11,958
+251
| +2% | +$8.48K | 0.04% | 325 |
|
|
2021
Q4 | $493K | Buy |
11,707
+74
| +0.6% | +$3.12K | 0.05% | 292 |
|
|
2021
Q3 | $476K | Sell |
11,633
-1,048
| -8% | -$42.9K | 0.05% | 293 |
|
|
2021
Q2 | $450K | Buy |
12,681
+4,110
| +48% | +$146K | 0.05% | 277 |
|
|
2021
Q1 | $248K | Buy |
8,571
+1,052
| +14% | +$30.4K | 0.03% | 358 |
|
|
2020
Q4 | $212K | Buy |
+7,519
| New | +$212K | 0.03% | 366 |
|