Avantax Advisory Services’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
123,868
+8,723
| +8% | +$780K | 0.06% | 253 |
|
|
2025
Q1 | $8.73M | Buy |
115,145
+5,599
| +5% | +$425K | 0.05% | 276 |
|
|
2024
Q4 | $8.47M | Buy |
109,546
+2,588
| +2% | +$200K | 0.05% | 267 |
|
|
2024
Q3 | $7.81M | Sell |
106,958
-30,560
| -22% | -$2.23M | 0.05% | 287 |
|
|
2024
Q2 | $8.29M | Buy |
137,518
+12,307
| +10% | +$742K | 0.06% | 245 |
|
|
2024
Q1 | $7.9M | Buy |
125,211
+23,993
| +24% | +$1.51M | 0.07% | 219 |
|
|
2023
Q4 | $5.88M | Buy |
101,218
+3,734
| +4% | +$217K | 0.06% | 248 |
|
|
2023
Q3 | $4.74M | Buy |
97,484
+6,784
| +7% | +$330K | 0.05% | 267 |
|
|
2023
Q2 | $4.52M | Buy |
90,700
+2,677
| +3% | +$133K | 0.05% | 277 |
|
|
2023
Q1 | $4.81M | Buy |
88,023
+11,766
| +15% | +$643K | 0.06% | 252 |
|
|
2022
Q4 | $4.68M | Sell |
76,257
-11,476
| -13% | -$704K | 0.06% | 238 |
|
|
2022
Q3 | $4.97M | Buy |
87,733
+5,953
| +7% | +$337K | 0.08% | 198 |
|
|
2022
Q2 | $4.16M | Buy |
81,780
+10,713
| +15% | +$545K | 0.06% | 232 |
|
|
2022
Q1 | $4.22M | Buy |
71,067
+10,155
| +17% | +$603K | 0.06% | 238 |
|
|
2021
Q4 | $4.27M | Buy |
60,912
+4,905
| +9% | +$344K | 0.06% | 225 |
|
|
2021
Q3 | $3.61M | Buy |
56,007
+8,853
| +19% | +$571K | 0.06% | 232 |
|
|
2021
Q2 | $2.76M | Buy |
47,154
+10,191
| +28% | +$597K | 0.05% | 271 |
|
|
2021
Q1 | $1.82M | Buy |
36,963
+5,223
| +16% | +$257K | 0.04% | 305 |
|
|
2020
Q4 | $1.41M | Sell |
31,740
-10,296
| -24% | -$456K | 0.03% | 331 |
|
|
2020
Q3 | $1.72M | Buy |
42,036
+19,953
| +90% | +$815K | 0.03% | 394 |
|
|
2020
Q2 | $880K | Buy |
22,083
+6,645
| +43% | +$265K | 0.03% | 368 |
|
|
2020
Q1 | $491K | Buy |
+15,438
| New | +$491K | 0.01% | 439 |
|
|
2019
Q1 | – | Sell |
-7,875
| Closed | -$212K | – | 493 |
|
|
2018
Q4 | $212K | Buy |
+7,875
| New | +$212K | 0.04% | 366 |
|