Avantax Planning Partners’s Asensus Surgical, Inc. ASXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,936
| Closed | -$4.31K | – | 493 |
|
|
2024
Q2 | $4.31K | Hold |
12,936
| – | – | ﹤0.01% | 471 |
|
|
2024
Q1 | $2.98K | Sell |
12,936
-100,000
| -89% | -$29.1K | ﹤0.01% | 465 |
|
|
2023
Q4 | $36K | Hold |
112,936
| – | – | ﹤0.01% | 370 |
|
|
2023
Q3 | $30.5K | Buy |
112,936
+100,000
| +773% | +$36.4K | ﹤0.01% | 356 |
|
|
2023
Q2 | $6.53K | Hold |
12,936
| – | – | ﹤0.01% | 366 |
|
|
2023
Q1 | $8.51K | Hold |
12,936
| – | – | ﹤0.01% | 367 |
|
|
2022
Q4 | $4.49K | Hold |
12,936
| – | – | ﹤0.01% | 365 |
|
|
2022
Q3 | $6K | Hold |
12,936
| – | – | ﹤0.01% | 345 |
|
|
2022
Q2 | $5K | Hold |
12,936
| – | – | ﹤0.01% | 341 |
|
|
2022
Q1 | $8K | Hold |
12,936
| – | – | ﹤0.01% | 357 |
|
|
2021
Q4 | $14K | Sell |
12,936
-146,587
| -92% | -$227K | ﹤0.01% | 352 |
|
|
2021
Q3 | $295K | Sell |
159,523
-30,000
| -16% | -$67.4K | 0.01% | 255 |
|
|
2021
Q2 | $601K | Hold |
189,523
| – | – | 0.03% | 179 |
|
|
2021
Q1 | $616K | Sell |
189,523
-12,435
| -6% | -$45K | 0.03% | 169 |
|
|
2020
Q4 | $126K | Buy |
+201,958
| New | +$92.3K | 0.01% | 286 |
|
|
2019
Q4 | – | Sell |
-1,000
| Closed | -$8K | – | 321 |
|
|
2019
Q3 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 304 |
|
|
2019
Q2 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 297 |
|
|
2019
Q1 | $31K | Hold |
1,000
| – | – | ﹤0.01% | 291 |
|
|
2018
Q4 | $29K | Buy |
+1,000
| New | +$45.4K | ﹤0.01% | 268 |
|
Other funds holding ASXC
Avantax Planning Partners's ASXC Position: Q3 2024 in Review
Avantax Planning Partners sold out of Asensus Surgical, Inc. (ASXC) in Q3 2024, closing a stake of 12,936 shares — an estimated $4.31K sold.
Avantax Planning Partners first reported a position in ASXC in Q4 2018 and held it in 19 quarters. The position peaked at $616K in Q1 2021. 1 fund tracked by Wall St. Rank holds ASXC as of Q3 2024.
- Avantax Planning Partners reported no remaining Asensus Surgical, Inc. position as of Q3 2024 after selling out during the quarter.
- Avantax Planning Partners sold 12,936 Asensus Surgical, Inc. shares in Q3 2024, an estimated $4.31K.
- Avantax Planning Partners first reported a position in Asensus Surgical, Inc. in Q4 2018 and held it in 19 quarters.
- Avantax Planning Partners's Asensus Surgical, Inc. position peaked at $616K in Q1 2021.
- 1 fund tracked by Wall St. Rank held Asensus Surgical, Inc. as of Q3 2024.
Based on Avantax Planning Partners's 13F filing for Q3 2024, filed 14 Nov 2024.