United Capital Financial Advisors’s Avantor AVTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-148,137
| Closed | -$3.38M | – | 1073 |
|
2023
Q4 | $3.38M | Sell |
148,137
-102,787
| -41% | -$2.35M | 0.03% | 336 |
|
2023
Q3 | $5.29M | Sell |
250,924
-31,787
| -11% | -$670K | 0.03% | 291 |
|
2023
Q2 | $5.81M | Sell |
282,711
-19,485
| -6% | -$400K | 0.03% | 294 |
|
2023
Q1 | $6.39M | Buy |
302,196
+154,018
| +104% | +$3.26M | 0.04% | 294 |
|
2022
Q4 | $3.13M | Sell |
148,178
-139,891
| -49% | -$2.95M | 0.02% | 396 |
|
2022
Q3 | $5.65M | Sell |
288,069
-94,766
| -25% | -$1.86M | 0.03% | 311 |
|
2022
Q2 | $11.9M | Sell |
382,835
-25,611
| -6% | -$796K | 0.07% | 236 |
|
2022
Q1 | $13.8M | Buy |
+408,446
| New | +$13.8M | 0.07% | 237 |
|