Credit Suisse’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 | $2.22M | Buy |
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|
2023
Q2 | $889K | Buy |
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|
2023
Q1 | $969K | Buy |
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|
2022
Q4 | $940K | Sell |
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $1M | Sell |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $1.01M | Sell |
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|
2020
Q4 | $1.11M | Buy |
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|
2020
Q3 | $598K | Sell |
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|
2020
Q2 | $736K | Buy |
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|
2020
Q1 | $471K | Sell |
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|
2019
Q4 | $2.76M | Buy |
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|
2019
Q3 | $677K | Buy |
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|
2019
Q2 | $894K | Sell |
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|
2019
Q1 | $1.05M | Sell |
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|
2018
Q4 | $1.19M | Buy |
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|
2018
Q3 | $1.53M | Sell |
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|
2018
Q2 | $1.9M | Buy |
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|
2018
Q1 | $1.25M | Buy |
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|
2017
Q4 | $1.02M | Sell |
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|
2017
Q3 | $1.5M | Sell |
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|
2017
Q2 | $1.36M | Sell |
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|
2017
Q1 | $5.84M | Buy |
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|
2016
Q4 | $868K | Sell |
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|
2016
Q3 | $737K | Buy |
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|
2016
Q2 | $605K | Sell |
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|
2016
Q1 | $1.54M | Buy |
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|
2015
Q4 | $661K | Buy |
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|
2015
Q3 | $615K | Sell |
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|
2015
Q2 | $835K | Buy |
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|
2015
Q1 | $600K | Sell |
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|
2014
Q4 | $1.08M | Buy |
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|
2014
Q3 | $570K | Sell |
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|
2014
Q2 | $1.03M | Sell |
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|
2014
Q1 | $3.88M | Buy |
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|
2013
Q4 | $3.38M | Buy |
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|
2013
Q3 | $2.1M | Buy |
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|
2013
Q2 | $1.13M | Buy |
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