Avantax Planning Partners’s Global Payments GPN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-4,682	Closed	-$453K	–	458
2024 Q2	$453K	Buy	+4,682	New	+$516K	0.01%	301
2023 Q2	–	Sell	-2,017	Closed	-$212K	–	378
2023 Q1	$212K	Hold	2,017	–	–	0.01%	349
2022 Q4	$200K	Sell	2,017 -16	-0.8%	-$1.67K	0.01%	352
2022 Q3	$220K	Sell	2,033 -74	-4%	-$9.13K	0.01%	315
2022 Q2	$233K	Sell	2,107 -192	-8%	-$24.3K	0.01%	305
2022 Q1	$315K	Buy	2,299 +206	+10%	+$28.8K	0.01%	271
2021 Q4	$283K	Buy	2,093 +808	+63%	+$111K	0.01%	286
2021 Q3	$202K	Hold	1,285	–	–	0.01%	320
2021 Q2	$241K	Buy	1,285 +290	+29%	+$58.4K	0.01%	284
2021 Q1	$201K	Buy	+995	New	+$198K	0.01%	295
2018 Q4	–	Sell	-712	Closed	-$91K	–	643
2018 Q3	$91K	Buy	+712	New	+$85.6K	0.01%	365
2018 Q2	–	Sell	-11,646	Closed	-$1.3M	–	717
2018 Q1	$1.3M	Sell	11,646 -15	-0.1%	-$1.66K	0.11%	84
2017 Q4	$1.17M	Sell	11,661 -2,727	-19%	-$273K	0.11%	89
2017 Q3	$1.37M	Sell	14,388 -3,067	-18%	-$289K	0.11%	88
2017 Q2	$1.58M	Buy	17,455 +96	+0.6%	+$8.3K	0.13%	74
2017 Q1	$1.4M	Sell	17,359 -7	-0%	-$549	0.13%	73
2016 Q4	$1.21M	Buy	+17,366	New	+$1.25M	0.13%	74