WIM
Wittenberg Investment Management’s Avalon Holdings AWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.7K | Hold |
36,811
| – | – | 0.04% | 75 |
|
|
2025
Q1 | $105K | Hold |
36,811
| – | – | 0.05% | 71 |
|
|
2024
Q4 | $142K | Hold |
36,811
| – | – | 0.06% | 70 |
|
|
2024
Q3 | $93.9K | Sell |
36,811
-100
| -0.3% | -$255 | 0.03% | 79 |
|
|
2024
Q2 | $81.2K | Hold |
36,911
| – | – | 0.03% | 80 |
|
|
2024
Q1 | $82.3K | Sell |
36,911
-500
| -1% | -$1.12K | 0.03% | 81 |
|
|
2023
Q4 | $89.4K | Hold |
37,411
| – | – | 0.03% | 78 |
|
|
2023
Q3 | $72.6K | Buy |
37,411
+8,153
| +28% | +$15.8K | 0.03% | 81 |
|
|
2023
Q2 | $74.6K | Buy |
29,258
+7,000
| +31% | +$17.9K | 0.03% | 82 |
|
|
2023
Q1 | $59K | Sell |
22,258
-231
| -1% | -$612 | 0.02% | 83 |
|
|
2022
Q4 | $61.8K | Buy |
22,489
+4,685
| +26% | +$12.9K | 0.03% | 81 |
|
|
2022
Q3 | $47K | Buy |
17,804
+347
| +2% | +$916 | 0.02% | 83 |
|
|
2022
Q2 | $45K | Buy |
17,457
+4,000
| +30% | +$10.3K | 0.02% | 82 |
|
|
2022
Q1 | $44K | Hold |
13,457
| – | – | 0.02% | 80 |
|
|
2021
Q4 | $49K | Hold |
13,457
| – | – | 0.02% | 78 |
|
|
2021
Q3 | $52K | Hold |
13,457
| – | – | 0.02% | 77 |
|
|
2021
Q2 | $63K | Sell |
13,457
-300
| -2% | -$1.4K | 0.03% | 74 |
|
|
2021
Q1 | $50K | Sell |
13,757
-10,379
| -43% | -$37.7K | 0.02% | 71 |
|
|
2020
Q4 | $63K | Sell |
24,136
-16,108
| -40% | -$42K | 0.03% | 70 |
|
|
2020
Q3 | $70K | Buy |
40,244
+5,005
| +14% | +$8.71K | 0.04% | 70 |
|
|
2020
Q2 | $57K | Buy |
35,239
+2,897
| +9% | +$4.69K | 0.03% | 70 |
|
|
2020
Q1 | $42K | Buy |
32,342
+8,195
| +34% | +$10.6K | 0.02% | 72 |
|
|
2019
Q4 | $46K | Buy |
+24,147
| New | +$46K | 0.02% | 78 |
|