Allianz Asset Management’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $826K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $994K | Sell |
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|
2019
Q3 | $4.84M | Sell |
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|
2019
Q2 | $8.38M | Sell |
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|
2019
Q1 | $9.38M | Sell |
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|
2018
Q4 | $8.72M | Sell |
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|
2018
Q3 | $15.8M | Sell |
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|
2018
Q2 | $15.4M | Sell |
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|
2018
Q1 | $19.6M | Buy |
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|
2017
Q4 | $16.8M | Buy |
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|
2017
Q3 | $14.7M | Buy |
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|
2017
Q2 | $8.05M | Buy |
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|
2017
Q1 | $2.06M | Buy |
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|
2016
Q4 | $1.28M | Sell |
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|
2016
Q3 | $3.49M | Buy |
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|
2016
Q2 | $1.84M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $814K | Sell |
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|
2015
Q2 | $3.49M | Sell |
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|
2015
Q1 | $3.58M | Sell |
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|
2014
Q4 | $3.83M | Sell |
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|
2014
Q3 | $6.81M | Sell |
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|
2014
Q2 | $8.45M | Buy |
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|
2014
Q1 | $1.14M | Sell |
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|
2013
Q4 | $14.9M | Buy |
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|
2013
Q3 | $8.84M | Sell |
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|
2013
Q2 | $7.26M | Buy |
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