WWM
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Whalen Wealth Management’s Avnet AVT Stock Holding History

Whalen Wealth Management’s Portfolio AVT Stock Details AVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,214
Closed -$395K – 200
2025
Q1 		$395K Buy
8,214
+3,497
+74% +$168K 0.26% 86
2024
Q4 		$247K Buy
+4,717
New +$247K 0.17% 120