Avantax Planning Partners’s Howmet Aerospace HWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$763K	Buy	3,310 +92	+3%	+$21.4K	0.02%	225
2025 Q4	$660K	Buy	3,218 +3	+0.1%	+$597	0.02%	229
2025 Q3	$631K	Hold	3,215	–	–	0.02%	239
2025 Q2	$598K	Buy	3,215 +201	+7%	+$30.9K	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%	-$22.8K	0.01%	332
2024 Q2	$254K	Sell	3,266 -89	-3%	-$6.74K	0.01%	391
2024 Q1	$230K	Buy	+3,355	New	+$206K	0.01%	416
2019 Q1	–	Sell	-413	Closed	-$5K	–	299
2018 Q4	$5K	Sell	413 -2,723	-87%	-$42.5K	﹤0.01%	275
2018 Q3	$53K	Buy	+3,136	New	+$49.9K	﹤0.01%	472
2018 Q2	–	Sell	-2,055	Closed	-$36K	–	781
2018 Q1	$36K	Buy	+2,055	New	+$41.8K	﹤0.01%	596
2017 Q3	–	Sell	-15,248	Closed	-$265K	–	370
2017 Q2	$265K	Sell	15,248 -1,965	-11%	-$40K	0.02%	272
2017 Q1	$348K	Buy	17,213 +311	+2%	+$6.11K	0.03%	225
2016 Q4	$240K	Buy	+16,902	New	+$254K	0.03%	265