Steward Partners Investment Advisory’s Avantor AVTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $235K | Buy |
17,428
+3,832
| +28% | +$51.6K | ﹤0.01% | 1683 |
|
2025
Q1 | $220K | Buy |
13,596
+5,290
| +64% | +$85.8K | ﹤0.01% | 1598 |
|
2024
Q4 | $175K | Sell |
8,306
-383
| -4% | -$8.07K | ﹤0.01% | 1692 |
|
2024
Q3 | $225K | Buy |
8,689
+7,652
| +738% | +$198K | ﹤0.01% | 1477 |
|
2024
Q2 | $22K | Buy |
1,037
+141
| +16% | +$2.99K | ﹤0.01% | 2491 |
|
2024
Q1 | $22.9K | Buy |
896
+751
| +518% | +$19.2K | ﹤0.01% | 2468 |
|
2023
Q4 | $3.31K | Hold |
145
| – | – | ﹤0.01% | 3105 |
|
2023
Q3 | $3.06K | Hold |
145
| – | – | ﹤0.01% | 2981 |
|
2023
Q2 | $2.98K | Hold |
145
| – | – | ﹤0.01% | 2946 |
|
2023
Q1 | $3.07K | Hold |
145
| – | – | ﹤0.01% | 2933 |
|
2022
Q4 | $3.06K | Sell |
145
-1,007
| -87% | -$21.2K | ﹤0.01% | 2921 |
|
2022
Q3 | $23K | Sell |
1,152
-39
| -3% | -$779 | ﹤0.01% | 2158 |
|
2022
Q2 | $37K | Sell |
1,191
-98
| -8% | -$3.05K | ﹤0.01% | 1941 |
|
2022
Q1 | $44K | Buy |
1,289
+137
| +12% | +$4.68K | ﹤0.01% | 1974 |
|
2021
Q4 | $49K | Hold |
1,152
| – | – | ﹤0.01% | 1918 |
|
2021
Q3 | $47K | Sell |
1,152
-533
| -32% | -$21.7K | ﹤0.01% | 1924 |
|
2021
Q2 | $60K | Buy |
1,685
+626
| +59% | +$22.3K | ﹤0.01% | 2947 |
|
2021
Q1 | $30.6K | Buy |
1,059
+519
| +96% | +$15K | ﹤0.01% | 2251 |
|
2020
Q4 | $15K | Buy |
+540
| New | +$15K | ﹤0.01% | 2149 |
|