Avantax Planning Partners, Inc. Apple Inc. Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 173,240 shares of AAPL stock, worth $43.9 Million. This represents 1.45% of its overall portfolio holdings.

Number of Shares

173,240

Previous 188,837 8.26%

Holding current value

$43.9 Million

Previous $39.8 Million 1.45%

% of portfolio

1.45%

Previous 1.28%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$207.23 - $234.82 $3.23 Million - $3.66 Million	-15,597 Reduced 8.26%	173,240 $40.3 Million
Q2 2024 Aug 09, 2024	SELL	$165.0 - $216.67 $1.42 Million - $1.87 Million	-8,634 Reduced 4.37%	188,837 $39.8 Million
Q1 2024 May 02, 2024	BUY	$169.0 - $195.18 $4.47 Million - $5.16 Million	26,437 Added 15.46%	197,471 $33.9 Million
Q4 2023 Feb 09, 2024	SELL	$166.89 - $198.11 $923,903 - $1.1 Million	-5,536 Reduced 3.14%	171,034 $32.9 Million
Q3 2023 Nov 03, 2023	BUY	$170.43 - $196.45 $176,224 - $203,129	1,034 Added 0.59%	176,570 $30.2 Million
Q2 2023 Jul 17, 2023	BUY	$160.1 - $193.97 $3.02 Million - $3.66 Million	18,845 Added 12.03%	175,536 $34 Million
Q1 2023 Apr 20, 2023	SELL	$125.02 - $164.9 $165,026 - $217,668	-1,320 Reduced 0.84%	156,691 $25.8 Million
Q4 2022 Feb 09, 2023	BUY	$126.04 - $155.74 $681,498 - $842,086	5,407 Added 3.54%	158,011 $20.5 Million
Q3 2022 Oct 14, 2022	SELL	$138.2 - $174.55 $63,433 - $80,118	-459 Reduced 0.3%	152,604 $21.1 Million
Q2 2022 Jul 18, 2022	BUY	$130.06 - $178.44 $343,748 - $471,616	2,643 Added 1.76%	153,063 $20.9 Million
Q1 2022 May 09, 2022	BUY	$150.62 - $182.01 $14,610 - $17,654	97 Added 0.06%	150,420 $26.3 Million
Q4 2021 Jan 28, 2022	SELL	$139.14 - $180.33 $30,889 - $40,033	-222 Reduced 0.15%	150,323 $26.7 Million
Q3 2021 Oct 27, 2021	BUY	$137.27 - $156.69 $661,229 - $754,775	4,817 Added 3.31%	150,545 $21.3 Million
Q2 2021 Aug 10, 2021	SELL	$122.77 - $136.96 $1.16 Million - $1.29 Million	-9,419 Reduced 6.07%	145,728 $20 Million
Q1 2021 May 06, 2021	SELL	$116.36 - $143.16 $627,878 - $772,491	-5,396 Reduced 3.36%	155,147 $19 Million
Q4 2020 Feb 04, 2021	SELL	$108.77 - $136.69 $7,940 - $9,978	-73 Reduced 0.05%	160,543 $21.3 Million
Q3 2020 Oct 28, 2020	BUY	$91.03 - $134.18 $10.8 Million - $15.9 Million	118,385 Added 280.33%	160,616 $18.6 Million
Q2 2020 Jul 15, 2020	SELL	$60.23 - $91.63 $61,795 - $94,012	-1,026 Reduced 2.37%	42,231 $15.4 Million
Q1 2020 Apr 27, 2020	BUY	$56.09 - $81.8 $42,067 - $61,350	750 Added 1.76%	43,257 $11 Million
Q4 2019 Jan 15, 2020	BUY	$54.74 - $73.41 $53,043 - $71,134	969 Added 2.33%	42,507 $12.5 Million
Q3 2019 Nov 08, 2019	BUY	$48.33 - $55.99 $16,915 - $19,596	350 Added 0.85%	41,538 $9.3 Million
Q2 2019 Aug 07, 2019	SELL	$43.33 - $52.94 $54,292 - $66,333	-1,253 Reduced 2.95%	41,188 $8.24 Million
Q1 2019 May 08, 2019	BUY	$35.55 - $48.77 $117,314 - $160,941	3,300 Added 8.43%	42,441 $8.06 Million
Q4 2018 Feb 14, 2019	BUY	$36.71 - $58.02 $52,788 - $83,432	1,438 Added 3.81%	39,141 $6.17 Million
Q3 2018 Nov 13, 2018	BUY	$45.98 - $57.09 $59,682 - $74,102	1,298 Added 3.57%	37,703 $8.51 Million
Q2 2018 Aug 13, 2018	SELL	$40.58 - $48.49 $398,739 - $476,462	-9,826 Reduced 21.25%	36,405 $6.74 Million
Q1 2018 May 15, 2018	BUY	$38.79 - $45.43 $57,641 - $67,508	1,486 Added 3.32%	46,231 $7.75 Million
Q4 2017 Feb 09, 2018	SELL	$38.37 - $44.1 $839,305 - $964,643	-21,874 Reduced 32.83%	44,745 $7.57 Million
Q3 2017 Oct 19, 2017	BUY	$37.18 - $41.01 $2.48 Million - $2.73 Million	66,619	66,619 $10.3 Million

Others Institutions Holding AAPL

# of Institutions

5,706

Shares Held

8.8B

Call Options Held

219M

Put Options Held

196M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $4.07T
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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Avantax Planning Partners, Inc. Apple Inc. Transaction History