P2 Capital Partners’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
Q3 | – | Sell |
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|
2023
Q2 | $51.5M | Hold |
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|
2023
Q1 | $60.5M | Hold |
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|
2022
Q4 | $58.7M | Hold |
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|
2022
Q3 | $44.5M | Hold |
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|
2022
Q2 | $42.5M | Buy |
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|
2022
Q1 | $35.2M | Sell |
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|
2021
Q4 | $39.8M | Hold |
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|
2021
Q3 | $35.9M | Hold |
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|
2021
Q2 | $39.8M | Hold |
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|
2021
Q1 | $38.3M | Buy |
|