PWM
Paulson Wealth Management’s Avnet AVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
5,772
+529
| +10% | +$28.1K | 0.08% | 113 |
|
|
2025
Q1 | $252K | Hold |
5,243
| – | – | 0.07% | 117 |
|
|
2024
Q4 | $274K | Buy |
5,243
+312
| +6% | +$16.3K | 0.07% | 120 |
|
|
2024
Q3 | $268K | Buy |
4,931
+27
| +0.6% | +$1.47K | 0.07% | 124 |
|
|
2024
Q2 | $253K | Sell |
4,904
-100
| -2% | -$5.15K | 0.07% | 122 |
|
|
2024
Q1 | $248K | Sell |
5,004
-280
| -5% | -$13.9K | 0.07% | 126 |
|
|
2023
Q4 | $266K | Hold |
5,284
| – | – | 0.09% | 110 |
|
|
2023
Q3 | $255K | Buy |
5,284
+575
| +12% | +$27.7K | 0.09% | 112 |
|
|
2023
Q2 | $238K | Buy |
+4,709
| New | +$238K | 0.08% | 117 |
|