Avantax Advisory Services’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Sell |
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|
2025
Q1 | $491K | Sell |
|
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|
2024
Q4 | $583K | Buy |
|
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|
2024
Q3 | $547K | Buy |
|
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|
2024
Q2 | $443K | Buy |
|
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|
2024
Q1 | $298K | Sell |
|
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|
2023
Q4 | $357K | Sell |
|
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|
2023
Q3 | $978K | Buy |
|
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|
2023
Q2 | $890K | Buy |
|
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|
2023
Q1 | $828K | Buy |
|
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|
2022
Q4 | $530K | Buy |
|
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|
2022
Q3 | $314K | Buy |
|
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|
2022
Q2 | $292K | Sell |
|
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|
2022
Q1 | $360K | Buy |
|
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|
2021
Q4 | $390K | Buy |
|
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|
2021
Q3 | $218K | Buy |
|