Avantax Advisory Services’s Privia Health PRVA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$343K	Sell	14,919 -120	-0.8%	-$2.76K	﹤0.01%	1816
2025 Q1	$338K	Buy	15,039 +2,474	+20%	+$55.5K	﹤0.01%	1753
2024 Q4	$246K	Sell	12,565 -1,464	-10%	-$28.6K	﹤0.01%	1924
2024 Q3	$255K	Sell	14,029 -688	-5%	-$12.5K	﹤0.01%	1871
2024 Q2	$256K	Buy	+14,717	New	+$256K	﹤0.01%	1804