Bank of New York Mellon’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $8.15M | Sell |
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2023
Q2 | $7.67M | Sell |
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|
2023
Q1 | $9.82M | Sell |
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|
2022
Q4 | $11M | Sell |
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|
2022
Q3 | $8.44M | Buy |
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|
2022
Q2 | $7.83M | Sell |
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|
2022
Q1 | $8.96M | Sell |
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|
2021
Q4 | $8.01M | Buy |
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|
2021
Q3 | $6.79M | Buy |
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|
2021
Q2 | $7.35M | Sell |
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|
2021
Q1 | $7.73M | Sell |
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|
2020
Q4 | $7.58M | Sell |
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|
2020
Q3 | $4.72M | Sell |
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|
2020
Q2 | $6.16M | Sell |
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|
2020
Q1 | $9.5M | Sell |
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|
2019
Q4 | $28.1M | Buy |
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|
2019
Q3 | $20.2M | Buy |
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|
2019
Q2 | $17.3M | Sell |
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|
2019
Q1 | $24.2M | Buy |
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|
2018
Q4 | $15.2M | Buy |
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|
2018
Q3 | $22.1M | Sell |
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|
2018
Q2 | $20.4M | Buy |
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|
2018
Q1 | $12.9M | Buy |
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|
2017
Q4 | $11.4M | Sell |
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|
2017
Q3 | $13.7M | Buy |
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|
2017
Q2 | $11.4M | Buy |
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|
2017
Q1 | $9.12M | Buy |
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|
2016
Q4 | $6.47M | Buy |
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|
2016
Q3 | $4.66M | Sell |
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|
2016
Q2 | $4.38M | Sell |
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|
2016
Q1 | $2.4M | Buy |
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|
2015
Q4 | $4.42M | Sell |
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|
2015
Q3 | $6.53M | Buy |
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|
2015
Q2 | $6.52M | Sell |
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|
2015
Q1 | $5.53M | Sell |
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|
2014
Q4 | $5.64M | Buy |
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|
2014
Q3 | $6.08M | Buy |
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|
2014
Q2 | $7.51M | Sell |
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|
2014
Q1 | $8.09M | Sell |
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|
2013
Q4 | $17.9M | Buy |
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|
2013
Q3 | $13.2M | Sell |
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|
2013
Q2 | $11M | Buy |
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