Morgan Stanley’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 | $27.9M | Buy |
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|
2023
Q2 | $6.7M | Sell |
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|
2023
Q1 | $8.08M | Sell |
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|
2022
Q4 | $8.7M | Buy |
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|
2022
Q3 | $6.07M | Sell |
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|
2022
Q2 | $9.69M | Buy |
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|
2022
Q1 | $4.48M | Buy |
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|
2021
Q4 | $3.78M | Sell |
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|
2021
Q3 | $3.81M | Sell |
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|
2021
Q2 | $4.62M | Buy |
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|
2021
Q1 | $2.32M | Sell |
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|
2020
Q4 | $2.63M | Buy |
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|
2020
Q3 | $1.23M | Sell |
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|
2020
Q2 | $1.75M | Buy |
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|
2020
Q1 | $1.74M | Sell |
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|
2019
Q4 | $12.3M | Sell |
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|
2019
Q3 | $14M | Buy |
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|
2019
Q2 | $11.6M | Buy |
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|
2019
Q1 | $3.4M | Sell |
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|
2018
Q4 | $8.26M | Sell |
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|
2018
Q3 | $21.6M | Buy |
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|
2018
Q2 | $6.44M | Buy |
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|
2018
Q1 | $3.53M | Buy |
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|
2017
Q4 | $2.18M | Sell |
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|
2017
Q3 | $9.59M | Buy |
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|
2017
Q2 | $7.21M | Sell |
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|
2017
Q1 | $6.91M | Buy |
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|
2016
Q4 | $4.67M | Sell |
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|
2016
Q3 | $12.3M | Buy |
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|
2016
Q2 | $1.59M | Sell |
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|
2016
Q1 | $1.01M | Sell |
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|
2015
Q4 | $4.79M | Sell |
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|
2015
Q3 | $9.96M | Buy |
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|
2015
Q2 | $9.99M | Buy |
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|
2015
Q1 | $3.88M | Sell |
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|
2014
Q4 | $5.23M | Sell |
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|
2014
Q3 | $11.8M | Buy |
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|
2014
Q2 | $14.2M | Sell |
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|
2014
Q1 | $18.1M | Sell |
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|
2013
Q4 | $38.1M | Buy |
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|
2013
Q3 | $26.1M | Sell |
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|
2013
Q2 | $21.6M | Buy |
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