APP
Avantax Planning Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.3M | Buy |
137,824
+2,336
| +2% | +$479K | 0.9% | 22 |
|
|
2025
Q1 | $30.1M | Sell |
135,488
-23,144
| -15% | -$5.14M | 1.07% | 17 |
|
|
2024
Q4 | $39.7M | Sell |
158,632
-14,608
| -8% | -$3.66M | 1.43% | 10 |
|
|
2024
Q3 | $40.4M | Sell |
173,240
-15,597
| -8% | -$3.63M | 1.45% | 10 |
|
|
2024
Q2 | $39.8M | Sell |
188,837
-8,634
| -4% | -$1.82M | 1.28% | 11 |
|
|
2024
Q1 | $33.9M | Buy |
197,471
+26,437
| +15% | +$4.53M | 1.1% | 13 |
|
|
2023
Q4 | $32.9M | Sell |
171,034
-5,536
| -3% | -$1.07M | 1.25% | 12 |
|
|
2023
Q3 | $30.2M | Buy |
176,570
+1,034
| +0.6% | +$177K | 1.26% | 12 |
|
|
2023
Q2 | $34M | Buy |
175,536
+18,845
| +12% | +$3.66M | 1.35% | 12 |
|
|
2023
Q1 | $25.8M | Sell |
156,691
-1,320
| -0.8% | -$218K | 1.05% | 18 |
|
|
2022
Q4 | $20.5M | Buy |
158,011
+5,407
| +4% | +$703K | 0.81% | 21 |
|
|
2022
Q3 | $21.1M | Sell |
152,604
-459
| -0.3% | -$63.4K | 0.95% | 20 |
|
|
2022
Q2 | $20.9M | Buy |
153,063
+2,643
| +2% | +$361K | 0.89% | 18 |
|
|
2022
Q1 | $26.3M | Buy |
150,420
+97
| +0.1% | +$16.9K | 1.04% | 13 |
|
|
2021
Q4 | $26.7M | Sell |
150,323
-222
| -0.1% | -$39.4K | 1.1% | 9 |
|
|
2021
Q3 | $21.3M | Buy |
150,545
+4,817
| +3% | +$682K | 0.98% | 10 |
|
|
2021
Q2 | $20M | Sell |
145,728
-9,419
| -6% | -$1.29M | 0.94% | 10 |
|
|
2021
Q1 | $19M | Sell |
155,147
-5,396
| -3% | -$659K | 0.98% | 9 |
|
|
2020
Q4 | $21.3M | Sell |
160,543
-73
| -0% | -$9.69K | 1.1% | 8 |
|
|
2020
Q3 | $18.6M | Buy |
160,616
+118,385
| +280% | +$13.7M | 0.98% | 9 |
|
|
2020
Q2 | $15.4M | Sell |
42,231
-1,026
| -2% | -$374K | 0.87% | 10 |
|
|
2020
Q1 | $11M | Buy |
43,257
+750
| +2% | +$191K | 0.77% | 8 |
|
|
2019
Q4 | $12.5M | Buy |
42,507
+969
| +2% | +$285K | 0.73% | 8 |
|
|
2019
Q3 | $9.3M | Buy |
41,538
+350
| +0.8% | +$78.4K | 0.57% | 11 |
|
|
2019
Q2 | $8.24M | Sell |
41,188
-1,253
| -3% | -$251K | 0.53% | 13 |
|
|
2019
Q1 | $8.06M | Buy |
42,441
+3,300
| +8% | +$627K | 0.56% | 14 |
|
|
2018
Q4 | $6.17M | Buy |
39,141
+1,438
| +4% | +$227K | 0.47% | 20 |
|
|
2018
Q3 | $8.51M | Buy |
37,703
+1,298
| +4% | +$293K | 0.68% | 10 |
|
|
2018
Q2 | $6.74M | Sell |
36,405
-9,826
| -21% | -$1.82M | 0.6% | 13 |
|
|
2018
Q1 | $7.75M | Buy |
46,231
+1,486
| +3% | +$249K | 0.67% | 11 |
|
|
2017
Q4 | $7.57M | Sell |
44,745
-21,874
| -33% | -$3.7M | 0.69% | 11 |
|
|
2017
Q3 | $10.3M | Buy |
66,619
+2,916
| +5% | +$449K | 0.81% | 12 |
|
|
2017
Q2 | $9.18M | Buy |
63,703
+4,777
| +8% | +$688K | 0.77% | 12 |
|
|
2017
Q1 | $8.47M | Buy |
58,926
+7,413
| +14% | +$1.06M | 0.76% | 12 |
|
|
2016
Q4 | $5.97M | Buy |
+51,513
| New | +$5.97M | 0.64% | 11 |
|