Accretive Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Sell |
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|
2025
Q1 | $12.3M | Buy |
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|
2024
Q4 | $5.23M | Sell |
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|
2024
Q3 | $4.88M | Sell |
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|
2024
Q2 | $12.9M | Buy |
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|
2024
Q1 | $8.86M | Buy |
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|
2023
Q4 | $5.69M | Buy |
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|
2023
Q3 | $5.03M | Buy |
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|
2023
Q2 | $5.67M | Buy |
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|
2023
Q1 | $4.8M | Sell |
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|
2022
Q4 | $3.93M | Sell |
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|
2022
Q3 | $4.41M | Sell |
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|
2022
Q2 | $4.39M | Sell |
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|
2022
Q1 | $6.19M | Buy |
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|
2021
Q4 | $5.55M | Buy |
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|
2021
Q3 | $2.89M | Buy |
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|
2021
Q2 | $2.73M | Buy |
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|
2021
Q1 | $2.25M | Buy |
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|
2020
Q4 | $1.99M | Buy |
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