Adams 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
Q2
$2.25M Sell
2025
Q1
$2.95M Sell
2024
Q4
$3.35M Buy
2024
Q3
$2.88M Sell
2024
Q2
$2.79M Sell
2024
Q1
$2.49M Sell
2023
Q4
$2.8M Sell
2023
Q3
$2.55M Buy
2023
Q2
$1.51M Sell
2023
Q1
$1.3M Sell
2022
Q4
$1.03M Sell
2022
Q3
$1.09M Sell
2022
Q2
$1.09M Buy
2022
Q1
$1.36M Sell
2021
Q4
$1.73M Sell
2021
Q3
$1.72M Buy
2021
Q2
$1.38M Sell
2021
Q1
$1.26M Sell
2020
Q4
$1.37M Sell
2020
Q3
$1.34M Sell
2020
Q2
$1.1M Sell
2020
Q1
$1.45M Sell
2019
Q4
$1.91M Buy