Avantax Planning Partners’s Howmet Aerospace HWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $598K | Buy |
3,215
+201
| +7% | +$37.4K | 0.02% | 243 |
|
|
2025
Q1 | $391K | Hold |
3,014
| – | – | 0.01% | 298 |
|
|
2024
Q4 | $330K | Hold |
3,014
| – | – | 0.01% | 320 |
|
|
2024
Q3 | $302K | Sell |
3,014
-252
| -8% | -$25.3K | 0.01% | 332 |
|
|
2024
Q2 | $254K | Sell |
3,266
-89
| -3% | -$6.91K | 0.01% | 391 |
|
|
2024
Q1 | $230K | Buy |
+3,355
| New | +$230K | 0.01% | 416 |
|
|
2019
Q1 | – | Sell |
-413
| Closed | -$5K | – | 298 |
|
|
2018
Q4 | $5K | Sell |
413
-2,723
| -87% | -$33K | ﹤0.01% | 273 |
|
|
2018
Q3 | $53K | Buy |
+3,136
| New | +$53K | ﹤0.01% | 472 |
|
|
2018
Q2 | – | Sell |
-2,055
| Closed | -$36K | – | 775 |
|
|
2018
Q1 | $36K | Buy |
+2,055
| New | +$36K | ﹤0.01% | 595 |
|
|
2017
Q3 | – | Sell |
-15,248
| Closed | -$265K | – | 366 |
|
|
2017
Q2 | $265K | Sell |
15,248
-1,965
| -11% | -$34.2K | 0.02% | 272 |
|
|
2017
Q1 | $348K | Buy |
17,213
+311
| +2% | +$6.29K | 0.03% | 225 |
|
|
2016
Q4 | $240K | Buy |
+16,902
| New | +$240K | 0.03% | 265 |
|