Avantax Planning Partners’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $473K | Hold |
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|
2025
Q2 | $373K | Sell |
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|
2025
Q1 | $498K | Hold |
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|
2024
Q4 | $547K | Hold |
|
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|
2024
Q3 | $516K | Hold |
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|
2024
Q2 | $482K | Hold |
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|
2024
Q1 | $571K | Hold |
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|
2023
Q4 | $577K | Hold |
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|
2023
Q3 | $555K | Hold |
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|
2023
Q2 | $714K | Hold |
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|
2023
Q1 | $836K | Hold |
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|
2022
Q4 | $903K | Hold |
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|
2022
Q3 | $876K | Hold |
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|
2022
Q2 | $921K | Hold |
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|
2022
Q1 | $919K | Sell |
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|
2021
Q4 | $1.21M | Hold |
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|
2021
Q3 | $1.14M | Buy |
|