Avantax Advisory Services’s Arm ARM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Sell |
4,502
-451
| -9% | -$72.9K | ﹤0.01% | 1353 |
|
|
2025
Q1 | $529K | Sell |
4,953
-1,315
| -21% | -$140K | ﹤0.01% | 1468 |
|
|
2024
Q4 | $773K | Sell |
6,268
-792
| -11% | -$97.7K | ﹤0.01% | 1176 |
|
|
2024
Q3 | $1.01M | Buy |
7,060
+1,637
| +30% | +$234K | 0.01% | 1014 |
|
|
2024
Q2 | $887K | Buy |
5,423
+2,700
| +99% | +$442K | 0.01% | 1050 |
|
|
2024
Q1 | $340K | Buy |
+2,723
| New | +$340K | ﹤0.01% | 1233 |
|