AVANTAX ADVISORY SERVICES, INC. AAPL Holdings History
AVANTAX ADVISORY SERVICES, INC.'s Apple Inc Holding Summary
As of 2025-03-31, AVANTAX ADVISORY SERVICES, INC. held 1.25 Mil shares of Apple Inc(AAPL), totaling $278.12 Mil. This investment constitutes 1.69% of their stock portfolio, and AVANTAX ADVISORY SERVICES, INC. now holds 0.01% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q4. And since then AVANTAX ADVISORY SERVICES, INC. has made 18 purchases of AAPL, at an average price of $113.26, for a total of 2.25 Mil shares. In addition, there have been 7 sales at an average price of $124.18 for 1.00 Mil shares. Based on historical transaction data and AAPL's current price of $211.14, AVANTAX ADVISORY SERVICES, INC.'s estimated gain on his AAPL holdings is $133.51 Mil, reflecting a 52.28% gain to date.
AVANTAX ADVISORY SERVICES, INC. AAPL ($211.14) Holding Chart
AVANTAX ADVISORY SERVICES, INC. AAPL ($211.14) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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