Accel 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
2025
Q3
$7.41M Sell
2025
Q2
$6.06M Sell
2025
Q1
$6.65M Sell
2024
Q4
$7.5M Buy
2024
Q3
$6.93M Buy
2024
Q2
$6.18M Buy
2024
Q1
$4.55M Buy
2023
Q4
$4.92M Sell
2023
Q3
$4.88M Buy
2023
Q2
$5.44M Buy
2023
Q1
$4.08M Sell
2022
Q4
$3.28M Buy
2022
Q3
$3.64M Sell
2022
Q2
$3.76M Sell
2022
Q1
$4.48M Sell
2021
Q4
$4.65M Buy
2021
Q3
$3.53M Buy
2021
Q2
$3.42M Buy
2021
Q1
$3.02M Buy
2020
Q4
$3.19M Buy