Avantax Planning Partners’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 | $28.3M | Buy |
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|
2025
Q1 | $30.1M | Sell |
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|
2024
Q4 | $39.7M | Sell |
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|
2024
Q3 | $40.4M | Sell |
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|
2024
Q2 | $39.8M | Sell |
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|
2024
Q1 | $33.9M | Buy |
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|
2023
Q4 | $32.9M | Sell |
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|
2023
Q3 | $30.2M | Buy |
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|
2023
Q2 | $34M | Buy |
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|
2023
Q1 | $25.8M | Sell |
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|
2022
Q4 | $20.5M | Buy |
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|
2022
Q3 | $21.1M | Sell |
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|
2022
Q2 | $20.9M | Buy |
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|
2022
Q1 | $26.3M | Buy |
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|
2021
Q4 | $26.7M | Sell |
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|
2021
Q3 | $21.3M | Buy |
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|
2021
Q2 | $20M | Sell |
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|
2021
Q1 | $19M | Sell |
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|
2020
Q4 | $21.3M | Sell |
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|
2020
Q3 | $18.6M | Sell |
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|
2020
Q2 | $15.4M | Sell |
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|
2020
Q1 | $11M | Buy |
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|
2019
Q4 | $12.5M | Buy |
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|
2019
Q3 | $9.3M | Buy |
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|
2019
Q2 | $8.24M | Sell |
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|
2019
Q1 | $8.06M | Buy |
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|
2018
Q4 | $6.17M | Buy |
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|
2018
Q3 | $8.51M | Buy |
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|
2018
Q2 | $6.74M | Sell |
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|
2018
Q1 | $7.75M | Buy |
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|
2017
Q4 | $7.57M | Sell |
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|
2017
Q3 | $10.3M | Buy |
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|
2017
Q2 | $9.18M | Buy |
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|
2017
Q1 | $8.46M | Buy |
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|
2016
Q4 | $5.97M | Buy |
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