Adaptive Financial Consulting’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 | $322K | Sell |
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2025
Q1 | $437K | Hold |
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2024
Q4 | $493K | Sell |
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2024
Q3 | $493K | Hold |
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2024
Q2 | $446K | Sell |
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2024
Q1 | $406K | Sell |
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2023
Q4 | $533K | Buy |
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2023
Q3 | $474K | Buy |
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2023
Q2 | $493K | Hold |
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2023
Q1 | $419K | Sell |
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2022
Q4 | $339K | Buy |
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2022
Q3 | $351K | Hold |
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2022
Q2 | $347K | Sell |
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2022
Q1 | $1.19M | Buy |
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2021
Q4 | $451K | Buy |
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2021
Q3 | $359K | Hold |
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2021
Q2 | $348K | Buy |
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2021
Q1 | $261K | Buy |
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2020
Q2 | – | Sell |
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2020
Q1 | $338K | Buy |
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2019
Q4 | $331K | Buy |
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