A detailed history of Avantax Advisory Services, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 1,104,995 shares of AAPL stock, worth $252 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
1,104,995
Previous 850,135 29.98%
Holding current value
$252 Million
Previous $146 Million 59.65%
% of portfolio
1.69%
Previous 1.31%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$165.0 - $216.67 $42.1 Million - $55.2 Million
254,860 Added 29.98%
1,104,995 $233 Million
Q1 2024

May 08, 2024

BUY
$169.0 - $195.18 $2.79 Million - $3.22 Million
16,495 Added 1.98%
850,135 $146 Million
Q4 2023

Feb 07, 2024

SELL
$166.89 - $198.11 $6.82 Million - $8.1 Million
-40,880 Reduced 4.67%
833,640 $161 Million
Q3 2023

Nov 07, 2023

SELL
$170.43 - $196.45 $3.21 Million - $3.7 Million
-18,849 Reduced 2.11%
874,520 $150 Million
Q2 2023

Aug 11, 2023

SELL
$160.1 - $193.97 $1.88 Million - $2.28 Million
-11,736 Reduced 1.3%
893,369 $173 Million
Q1 2023

Apr 28, 2023

BUY
$125.02 - $164.9 $3.32 Million - $4.37 Million
26,531 Added 3.02%
905,105 $149 Million
Q4 2022

Feb 13, 2023

BUY
$126.04 - $155.74 $1.92 Million - $2.37 Million
15,195 Added 1.76%
878,574 $114 Million
Q3 2022

Nov 01, 2022

SELL
$138.2 - $174.55 $2.47 Million - $3.12 Million
-17,884 Reduced 2.03%
863,379 $119 Million
Q2 2022

Aug 02, 2022

BUY
$130.06 - $178.44 $4.71 Million - $6.46 Million
36,216 Added 4.29%
881,263 $120 Million
Q1 2022

Apr 27, 2022

BUY
$150.62 - $182.01 $3.42 Million - $4.14 Million
22,730 Added 2.76%
845,047 $148 Million
Q4 2021

Jan 24, 2022

BUY
$139.14 - $180.33 $2.54 Million - $3.29 Million
18,256 Added 2.27%
822,317 $146 Million
Q3 2021

Oct 21, 2021

BUY
$137.27 - $156.69 $9.96 Million - $11.4 Million
72,561 Added 9.92%
804,061 $114 Million
Q2 2021

Jul 29, 2021

BUY
$122.77 - $136.96 $2.43 Million - $2.71 Million
19,813 Added 2.78%
731,500 $100 Million
Q1 2021

May 13, 2021

SELL
$116.36 - $143.16 $716,661 - $881,722
-6,159 Reduced 0.86%
711,687 $86.9 Million
Q4 2020

Jan 22, 2021

SELL
$108.77 - $136.69 $96 Million - $121 Million
-882,172 Reduced 55.14%
717,846 $95.3 Million
Q3 2020

Oct 14, 2020

BUY
$91.03 - $134.18 $131 Million - $194 Million
1,443,709 Added 923.62%
1,600,018 $185 Million
Q2 2020

Aug 06, 2020

BUY
$60.23 - $91.63 $337,890 - $514,044
5,610 Added 3.72%
156,309 $57 Million
Q1 2020

Apr 30, 2020

BUY
$56.09 - $81.8 $461,396 - $672,886
8,226 Added 5.77%
150,699 $38.3 Million
Q4 2019

Feb 14, 2020

SELL
$54.74 - $73.41 $342,617 - $459,473
-6,259 Reduced 4.21%
142,473 $41.8 Million
Q3 2019

Nov 08, 2019

BUY
$48.33 - $55.99 $342,756 - $397,081
7,092 Added 5.01%
148,732 $33.3 Million
Q2 2019

Aug 06, 2019

BUY
$43.33 - $52.94 $80,897 - $98,838
1,867 Added 1.34%
141,640 $28 Million
Q1 2019

May 13, 2019

BUY
$35.55 - $48.77 $312,555 - $428,785
8,792 Added 6.71%
139,773 $26.6 Million
Q4 2018

Feb 13, 2019

BUY
$36.71 - $58.02 $4.81 Million - $7.6 Million
130,981 New
130,981 $20.7 Million

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.66T
  • Description
  • Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. It also sells various related services. In addition, the company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; AirPods Max, an over-ear wireless headphone;...
More about AAPL
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