Avantax Advisory Services’s NetApp NTAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Buy |
4,744
+107
| +2% | +$11.4K | ﹤0.01% | 1575 |
|
|
2025
Q1 | $407K | Buy |
4,637
+1,155
| +33% | +$101K | ﹤0.01% | 1646 |
|
|
2024
Q4 | $404K | Buy |
3,482
+447
| +15% | +$51.9K | ﹤0.01% | 1587 |
|
|
2024
Q3 | $375K | Buy |
3,035
+291
| +11% | +$35.9K | ﹤0.01% | 1601 |
|
|
2024
Q2 | $353K | Buy |
+2,744
| New | +$353K | ﹤0.01% | 1591 |
|
|
2024
Q1 | – | Sell |
-3,867
| Closed | -$341K | – | 1707 |
|
|
2023
Q4 | $341K | Sell |
3,867
-292
| -7% | -$25.7K | ﹤0.01% | 1171 |
|
|
2023
Q3 | $316K | Buy |
4,159
+4
| +0.1% | +$303 | ﹤0.01% | 1170 |
|
|
2023
Q2 | $317K | Sell |
4,155
-64
| -2% | -$4.89K | ﹤0.01% | 1156 |
|
|
2023
Q1 | $269K | Buy |
4,219
+215
| +5% | +$13.7K | ﹤0.01% | 1212 |
|
|
2022
Q4 | $240K | Buy |
+4,004
| New | +$240K | ﹤0.01% | 1224 |
|