AAS
Avantax Advisory Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254M | Sell |
1,239,536
-12,530
| -1% | -$2.57M | 1.4% | 12 |
|
|
2025
Q1 | $278M | Buy |
1,252,066
+51,111
| +4% | +$11.4M | 1.69% | 7 |
|
|
2024
Q4 | $301M | Buy |
1,200,955
+87,314
| +8% | +$21.9M | 1.89% | 7 |
|
|
2024
Q3 | $259M | Buy |
1,113,641
+8,646
| +0.8% | +$2.01M | 1.7% | 7 |
|
|
2024
Q2 | $233M | Buy |
1,104,995
+254,860
| +30% | +$53.7M | 1.66% | 8 |
|
|
2024
Q1 | $146M | Buy |
850,135
+16,495
| +2% | +$2.83M | 1.29% | 11 |
|
|
2023
Q4 | $161M | Sell |
833,640
-40,880
| -5% | -$7.87M | 1.59% | 9 |
|
|
2023
Q3 | $150M | Sell |
874,520
-18,849
| -2% | -$3.23M | 1.68% | 10 |
|
|
2023
Q2 | $173M | Sell |
893,369
-11,736
| -1% | -$2.28M | 1.98% | 9 |
|
|
2023
Q1 | $149M | Buy |
905,105
+26,531
| +3% | +$4.37M | 1.83% | 10 |
|
|
2022
Q4 | $114M | Buy |
878,574
+15,195
| +2% | +$1.97M | 1.52% | 10 |
|
|
2022
Q3 | $119M | Sell |
863,379
-17,884
| -2% | -$2.47M | 1.83% | 8 |
|
|
2022
Q2 | $120M | Buy |
881,263
+36,216
| +4% | +$4.95M | 1.82% | 8 |
|
|
2022
Q1 | $148M | Buy |
845,047
+22,730
| +3% | +$3.97M | 2.03% | 9 |
|
|
2021
Q4 | $146M | Buy |
822,317
+18,256
| +2% | +$3.24M | 2.2% | 7 |
|
|
2021
Q3 | $114M | Buy |
804,061
+72,561
| +10% | +$10.3M | 1.9% | 8 |
|
|
2021
Q2 | $100M | Buy |
731,500
+19,813
| +3% | +$2.71M | 1.82% | 8 |
|
|
2021
Q1 | $86.9M | Sell |
711,687
-6,159
| -0.9% | -$752K | 1.87% | 9 |
|
|
2020
Q4 | $95.3M | Sell |
717,846
-882,172
| -55% | -$117M | 2.27% | 8 |
|
|
2020
Q3 | $185M | Buy |
1,600,018
+1,443,709
| +924% | +$167M | 2.97% | 5 |
|
|
2020
Q2 | $57M | Buy |
156,309
+5,610
| +4% | +$2.05M | 1.64% | 11 |
|
|
2020
Q1 | $38.3M | Buy |
150,699
+8,226
| +6% | +$2.09M | 1.14% | 16 |
|
|
2019
Q4 | $41.8M | Sell |
142,473
-6,259
| -4% | -$1.84M | 0.97% | 17 |
|
|
2019
Q3 | $33.3M | Buy |
148,732
+7,092
| +5% | +$1.59M | 1.35% | 12 |
|
|
2019
Q2 | $28M | Buy |
141,640
+1,867
| +1% | +$370K | 1.24% | 13 |
|
|
2019
Q1 | $26.6M | Buy |
139,773
+8,792
| +7% | +$1.67M | 1.41% | 12 |
|
|
2018
Q4 | $20.7M | Buy |
+130,981
| New | +$20.7M | 3.47% | 1 |
|