Avantax Advisory Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254M | Sell |
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|
2025
Q1 | $278M | Buy |
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|
2024
Q4 | $301M | Buy |
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|
2024
Q3 | $259M | Buy |
|
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|
2024
Q2 | $233M | Buy |
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|
2024
Q1 | $146M | Buy |
|
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|
2023
Q4 | $161M | Sell |
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|
2023
Q3 | $150M | Sell |
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|
2023
Q2 | $173M | Sell |
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|
2023
Q1 | $149M | Buy |
|
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|
2022
Q4 | $114M | Buy |
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|
2022
Q3 | $119M | Sell |
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|
2022
Q2 | $120M | Buy |
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|
2022
Q1 | $148M | Buy |
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|
2021
Q4 | $146M | Buy |
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|
2021
Q3 | $114M | Buy |
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|
2021
Q2 | $100M | Buy |
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|
2021
Q1 | $86.9M | Sell |
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|
2020
Q4 | $95.3M | Sell |
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|
2020
Q3 | $185M | Buy |
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|
2020
Q2 | $57M | Buy |
|
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|
2020
Q1 | $38.3M | Buy |
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|
2019
Q4 | $41.8M | Sell |
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|
2019
Q3 | $33.3M | Buy |
|
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|
2019
Q2 | $28M | Buy |
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|
2019
Q1 | $26.6M | Buy |
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|
2018
Q4 | $20.7M | Buy |
|