Zurich Cantonal Bank’s Avista AVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.15M | Buy |
+28,607
| New | +$1.15M | ﹤0.01% | 1345 |
|
|
2025
Q4 | – | Sell |
-24,932
| Closed | -$974K | – | 2647 |
|
|
2025
Q3 | $943K | Buy |
24,932
+3,642
| +17% | +$135K | ﹤0.01% | 1323 |
|
|
2025
Q2 | $808K | Hold |
21,290
| – | – | ﹤0.01% | 1360 |
|
|
2025
Q1 | $891K | Buy |
21,290
+1,055
| +5% | +$40K | ﹤0.01% | 1231 |
|
|
2024
Q4 | $741K | Buy |
20,235
+4,009
| +25% | +$151K | ﹤0.01% | 1395 |
|
|
2024
Q3 | $629K | Hold |
16,226
| – | – | ﹤0.01% | 1418 |
|
|
2024
Q2 | $562K | Hold |
16,226
| – | – | ﹤0.01% | 1410 |
|
|
2024
Q1 | $568K | Sell |
16,226
-568
| -3% | -$19.4K | ﹤0.01% | 1380 |
|
|
2023
Q4 | $600K | Buy |
16,794
+3,699
| +28% | +$125K | ﹤0.01% | 1391 |
|
|
2023
Q3 | $424K | Buy |
13,095
+1,656
| +14% | +$59.2K | ﹤0.01% | 1497 |
|
|
2023
Q2 | $449K | Hold |
11,439
| – | – | ﹤0.01% | 1418 |
|
|
2023
Q1 | $486K | Buy |
11,439
+1,246
| +12% | +$51.6K | ﹤0.01% | 1300 |
|
|
2022
Q4 | $452K | Buy |
10,193
+1,484
| +17% | +$59.4K | ﹤0.01% | 1311 |
|
|
2022
Q3 | $323K | Hold |
8,709
| – | – | ﹤0.01% | 1460 |
|
|
2022
Q2 | $379K | Hold |
8,709
| – | – | ﹤0.01% | 1398 |
|
|
2022
Q1 | $393K | Hold |
8,709
| – | – | ﹤0.01% | 1480 |
|
|
2021
Q4 | $370K | Buy |
8,709
+1,570
| +22% | +$63.2K | ﹤0.01% | 1667 |
|
|
2021
Q3 | $279K | Hold |
7,139
| – | – | ﹤0.01% | 1690 |
|
|
2021
Q2 | $305K | Hold |
7,139
| – | – | ﹤0.01% | 1532 |
|
|
2021
Q1 | $341K | Sell |
7,139
-817
| -10% | -$33.6K | ﹤0.01% | 1464 |
|
|
2020
Q4 | $319K | Buy |
7,956
+1,010
| +15% | +$37.1K | ﹤0.01% | 1555 |
|
|
2020
Q3 | $237K | Hold |
6,946
| – | – | ﹤0.01% | 1482 |
|
|
2020
Q2 | $253K | Buy |
6,946
+864
| +14% | +$34.2K | ﹤0.01% | 1376 |
|
|
2020
Q1 | $258K | Buy |
6,082
+1,302
| +27% | +$62.7K | ﹤0.01% | 1106 |
|
|
2019
Q4 | $230K | Buy |
4,780
+1,178
| +33% | +$56.1K | ﹤0.01% | 1259 |
|
|
2019
Q3 | $174K | Sell |
3,602
-743
| -17% | -$34.5K | ﹤0.01% | 1310 |
|
|
2019
Q2 | $194K | Buy |
4,345
+743
| +21% | +$31.6K | ﹤0.01% | 1238 |
|
|
2019
Q1 | $146K | Sell |
3,602
-685
| -16% | -$28.2K | ﹤0.01% | 1340 |
|
|
2018
Q4 | $182K | Hold |
4,287
| – | – | ﹤0.01% | 1252 |
|
|
2018
Q3 | $217K | Buy |
4,287
+375
| +10% | +$19.2K | ﹤0.01% | 1256 |
|
|
2018
Q2 | $206K | Sell |
3,912
-313
| -7% | -$16.4K | ﹤0.01% | 1225 |
|
|
2018
Q1 | $217K | Hold |
4,225
| – | – | ﹤0.01% | 1149 |
|
|
2017
Q4 | $218K | Buy |
4,225
+1,080
| +34% | +$56K | ﹤0.01% | 1137 |
|
|
2017
Q3 | $163K | Hold |
3,145
| – | – | ﹤0.01% | 1112 |
|
|
2017
Q2 | $134K | Buy |
3,145
+244
| +8% | +$10.2K | ﹤0.01% | 1185 |
|
|
2017
Q1 | $113K | Buy |
2,901
+1,230
| +74% | +$48.2K | ﹤0.01% | 1261 |
|
|
2016
Q4 | $67K | Hold |
1,671
| – | – | ﹤0.01% | 1536 |
|
|
2016
Q3 | $70K | Buy |
1,671
+251
| +18% | +$10.7K | ﹤0.01% | 1460 |
|
|
2016
Q2 | $64K | Hold |
1,420
| – | – | ﹤0.01% | 1381 |
|
|
2016
Q1 | $58K | Hold |
1,420
| – | – | ﹤0.01% | 1371 |
|
|
2015
Q4 | $50K | Buy |
1,420
+783
| +123% | +$26.8K | ﹤0.01% | 1446 |
|
|
2015
Q3 | $21K | Buy |
637
+420
| +194% | +$13.4K | ﹤0.01% | 1479 |
|
|
2015
Q2 | $7K | Hold |
217
| – | – | ﹤0.01% | 1597 |
|
|
2015
Q1 | $7K | Buy |
+217
| New | +$7.58K | ﹤0.01% | 1580 |
|
Other funds holding AVA
VPM
VCM
WHG
