Avantax Planning Partners’s RPM International RPM Stock Holding History

Avantax Planning Partners’s Portfolio RPM Stock Details RPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$389K	Sell	3,541 -33	-0.9%	-$3.63K	0.01%	304
2025 Q1	$413K	Hold	3,574	–	–	0.01%	289
2024 Q4	$440K	Hold	3,574	–	–	0.02%	278
2024 Q3	$432K	Sell	3,574 -220	-6%	-$26.6K	0.02%	280
2024 Q2	$409K	Sell	3,794 -940	-20%	-$101K	0.01%	320
2024 Q1	$563K	Buy	4,734 +680	+17%	+$80.9K	0.02%	276
2023 Q4	$453K	Sell	4,054 -49	-1%	-$5.47K	0.02%	249
2023 Q3	$389K	Buy	4,103 +106	+3%	+$10.1K	0.02%	251
2023 Q2	$359K	Buy	3,997 +124	+3%	+$11.1K	0.01%	267
2023 Q1	$338K	Buy	3,873 +40	+1%	+$3.49K	0.01%	271
2022 Q4	$374K	Buy	3,833 +13	+0.3%	+$1.27K	0.01%	268
2022 Q3	$318K	Buy	3,820 +12	+0.3%	+$999	0.01%	276
2022 Q2	$300K	Buy	3,808 +81	+2%	+$6.38K	0.01%	273
2022 Q1	$304K	Hold	3,727	–	–	0.01%	280
2021 Q4	$376K	Hold	3,727	–	–	0.02%	244
2021 Q3	$289K	Buy	3,727 +77	+2%	+$5.97K	0.01%	260
2021 Q2	$324K	Hold	3,650	–	–	0.02%	247
2021 Q1	$335K	Buy	3,650 +332	+10%	+$30.5K	0.02%	229
2020 Q4	$301K	Sell	3,318 -455	-12%	-$41.3K	0.02%	221
2020 Q3	$313K	Sell	3,773 -181	-5%	-$15K	0.02%	223
2020 Q2	$297K	Sell	3,954 -62	-2%	-$4.66K	0.02%	217
2020 Q1	$239K	Sell	4,016 -1,313	-25%	-$78.1K	0.02%	231
2019 Q4	$409K	Hold	5,329	–	–	0.02%	197
2019 Q3	$367K	Sell	5,329 -280	-5%	-$19.3K	0.02%	210
2019 Q2	$345K	Sell	5,609 -25	-0.4%	-$1.54K	0.02%	215
2019 Q1	$327K	Sell	5,634 -3	-0.1%	-$174	0.02%	217
2018 Q4	$331K	Buy	5,637 +3,453	+158%	+$203K	0.03%	186
2018 Q3	$142K	Buy	+2,184	New	+$142K	0.01%	281
2018 Q2	–	Sell	-5,789	Closed	-$276K	–	1209
2018 Q1	$276K	Buy	5,789 +208	+4%	+$9.92K	0.02%	242
2017 Q4	$293K	Sell	5,581 -247	-4%	-$13K	0.03%	228
2017 Q3	$299K	Sell	5,828 -54	-0.9%	-$2.77K	0.02%	270
2017 Q2	$321K	Buy	5,882 +483	+9%	+$26.4K	0.03%	242
2017 Q1	$297K	Hold	5,399	–	–	0.03%	241
2016 Q4	$291K	Buy	+5,399	New	+$291K	0.03%	231