Number of Shares
4,960
Previous 207,030 97.6%
Holding current value
$340 Million
Previous $14.7 Billion 97.69%
% of portfolio
0.02%
Previous 1.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

SELL
N/A
-202,070 Reduced 97.6%
4,960 $340 Million
Q2 2025

Aug 08, 2025

BUY
N/A
3,070 Added 1.51%
207,030 $14.7 Billion
Q1 2025

May 09, 2025

BUY
N/A
203,860 Added 203860.0%
203,960 $17.2 Billion
Q1 2024

May 07, 2024

BUY
N/A
100 New
100 $10.1 Million
Track This Portfolio

Track Avalon Trust CO Portfolio

Follow Avalon Trust CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avalon Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Avalon Trust CO with notifications on news.