9258 Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $24.5M | Sell |
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|
2024
Q2 | $22.5M | Sell |
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|
2024
Q1 | $18.8M | Sell |
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|
2023
Q4 | $21.7M | Buy |
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|
2023
Q3 | $19.2M | Sell |
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|
2023
Q2 | $22.2M | Buy |
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|
2023
Q1 | $18.7M | Buy |
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|
2022
Q4 | $14.7M | Sell |
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|
2022
Q3 | $16.1M | Sell |
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|
2022
Q2 | $16M | Buy |
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|
2022
Q1 | $20.1M | Sell |
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|
2021
Q4 | $20.7M | Sell |
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|
2021
Q3 | $16.5M | Sell |
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|
2021
Q2 | $16.1M | Sell |
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|
2021
Q1 | $14.4M | Buy |
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|
2020
Q4 | $15.6M | Sell |
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|
2020
Q3 | $13.1M | Buy |
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|
2020
Q2 | $10.8M | Sell |
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|
2020
Q1 | $8.47M | Buy |
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|
2019
Q4 | $8.45M | Buy |
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|
2019
Q3 | $2.72M | Buy |
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|
2019
Q2 | $2.29M | Buy |
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|
2019
Q1 | $1.95M | Sell |
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|
2018
Q4 | $1.88M | Buy |
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