Avantax Planning Partners’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Sell |
16,998
-8,817
| -34% | -$193K | 0.01% | 310 |
|
|
2025
Q1 | $498K | Hold |
25,815
| – | – | 0.02% | 261 |
|
|
2024
Q4 | $547K | Hold |
25,815
| – | – | 0.02% | 245 |
|
|
2024
Q3 | $516K | Hold |
25,815
| – | – | 0.02% | 253 |
|
|
2024
Q2 | $482K | Hold |
25,815
| – | – | 0.02% | 293 |
|
|
2024
Q1 | $571K | Hold |
25,815
| – | – | 0.02% | 274 |
|
|
2023
Q4 | $577K | Hold |
25,815
| – | – | 0.02% | 223 |
|
|
2023
Q3 | $555K | Hold |
25,815
| – | – | 0.02% | 216 |
|
|
2023
Q2 | $714K | Hold |
25,815
| – | – | 0.03% | 201 |
|
|
2023
Q1 | $836K | Hold |
25,815
| – | – | 0.03% | 189 |
|
|
2022
Q4 | $903K | Hold |
25,815
| – | – | 0.04% | 176 |
|
|
2022
Q3 | $876K | Hold |
25,815
| – | – | 0.04% | 164 |
|
|
2022
Q2 | $921K | Hold |
25,815
| – | – | 0.04% | 165 |
|
|
2022
Q1 | $919K | Sell |
25,815
-3,662
| -12% | -$130K | 0.04% | 167 |
|
|
2021
Q4 | $1.21M | Hold |
29,477
| – | – | 0.05% | 144 |
|
|
2021
Q3 | $1.14M | Buy |
+29,477
| New | +$1.14M | 0.05% | 128 |
|