P2 Capital Partners’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,300,000
| Closed | -$51.5M | – | 14 |
|
|
2023
Q2 | $51.5M | Hold |
2,300,000
| – | – | 5.99% | 6 |
|
|
2023
Q1 | $60.5M | Hold |
2,300,000
| – | – | 7.76% | 4 |
|
|
2022
Q4 | $58.7M | Hold |
2,300,000
| – | – | 7.76% | 5 |
|
|
2022
Q3 | $44.5M | Hold |
2,300,000
| – | – | 5.49% | 5 |
|
|
2022
Q2 | $42.5M | Buy |
2,300,000
+500,000
| +28% | +$9.23M | 4.81% | 9 |
|
|
2022
Q1 | $35.2M | Sell |
1,800,000
-500,000
| -22% | -$9.78M | 3.33% | 14 |
|
|
2021
Q4 | $39.8M | Hold |
2,300,000
| – | – | 3.11% | 15 |
|
|
2021
Q3 | $35.9M | Hold |
2,300,000
| – | – | 3.02% | 17 |
|
|
2021
Q2 | $39.8M | Hold |
2,300,000
| – | – | 2.99% | 14 |
|
|
2021
Q1 | $38.3M | Buy |
+2,300,000
| New | +$38.3M | 2.54% | 17 |
|