Avantax Advisory Services’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Buy |
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|
2025
Q1 | $8.73M | Buy |
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|
2024
Q4 | $8.47M | Buy |
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|
2024
Q3 | $7.81M | Sell |
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|
2024
Q2 | $8.29M | Buy |
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|
2024
Q1 | $7.9M | Buy |
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|
2023
Q4 | $5.88M | Buy |
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|
2023
Q3 | $4.74M | Buy |
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|
2023
Q2 | $4.52M | Buy |
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|
2023
Q1 | $4.81M | Buy |
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|
2022
Q4 | $4.68M | Sell |
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|
2022
Q3 | $4.97M | Buy |
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|
2022
Q2 | $4.16M | Buy |
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|
2022
Q1 | $4.22M | Buy |
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|
2021
Q4 | $4.27M | Buy |
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|
2021
Q3 | $3.61M | Buy |
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|
2021
Q2 | $2.76M | Buy |
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|
2021
Q1 | $1.82M | Buy |
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|
2020
Q4 | $1.41M | Sell |
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|
2020
Q3 | $1.72M | Buy |
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|
2020
Q2 | $880K | Buy |
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|
2020
Q1 | $491K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $212K | Buy |
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