Williams Jones Wealth Management’s AeroVironment AVAV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$878K Sell
3,080
-988
-24% -$282K 0.01% 268
2025
Q1
$485K Hold
4,068
0.01% 340
2024
Q4
$626K Buy
4,068
+45
+1% +$6.93K 0.01% 312
2024
Q3
$807K Buy
4,023
+350
+10% +$70.2K 0.01% 287
2024
Q2
$669K Buy
3,673
+300
+9% +$54.6K 0.01% 305
2024
Q1
$517K Buy
3,373
+618
+22% +$94.7K 0.01% 347
2023
Q4
$347K Buy
+2,755
New +$347K ﹤0.01% 402