JP Morgan Chase’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 | $6.78M | Sell |
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|
2023
Q2 | $6.85M | Sell |
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|
2023
Q1 | $19.6M | Sell |
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|
2022
Q4 | $20.5M | Buy |
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|
2022
Q3 | $15M | Buy |
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|
2022
Q2 | $13.6M | Buy |
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|
2022
Q1 | $9.21M | Sell |
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|
2021
Q4 | $8.27M | Sell |
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|
2021
Q3 | $7.66M | Sell |
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|
2021
Q2 | $9.4M | Sell |
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|
2021
Q1 | $11.3M | Sell |
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|
2020
Q4 | $12.6M | Buy |
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|
2020
Q3 | $6.06M | Buy |
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|
2020
Q2 | $6.4M | Buy |
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|
2020
Q1 | $4.29M | Sell |
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|
2019
Q4 | $12.1M | Sell |
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|
2019
Q3 | $11.7M | Buy |
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|
2019
Q2 | $14.5M | Sell |
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|
2019
Q1 | $16.6M | Sell |
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|
2018
Q4 | $13.3M | Buy |
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|
2018
Q3 | $19M | Sell |
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|
2018
Q2 | $19.4M | Sell |
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|
2018
Q1 | $16.5M | Sell |
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|
2017
Q4 | $17.7M | Buy |
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|
2017
Q3 | $18.5M | Buy |
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|
2017
Q2 | $11M | Buy |
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|
2017
Q1 | $2.21M | Sell |
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|
2016
Q4 | $2.16M | Buy |
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|
2016
Q3 | $884K | Buy |
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|
2016
Q2 | $300K | Sell |
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|
2016
Q1 | $7.54M | Sell |
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|
2015
Q4 | $15.6M | Sell |
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|
2015
Q3 | $23.9M | Buy |
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|
2015
Q2 | $25.3M | Buy |
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|
2015
Q1 | $18.6M | Buy |
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|
2014
Q4 | $4.56M | Buy |
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|
2014
Q3 | $1.35M | Sell |
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|
2014
Q2 | $1.78M | Sell |
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|
2014
Q1 | $5.62M | Buy |
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|
2013
Q4 | $2.39M | Buy |
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|
2013
Q3 | $1.26M | Sell |
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|
2013
Q2 | $1.19M | Buy |
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