Addison Advisors’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 | $4.86M | Sell |
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|
2025
Q1 | $5.48M | Sell |
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|
2024
Q4 | $6.42M | Sell |
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|
2024
Q3 | $6.2M | Sell |
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|
2024
Q2 | $6.05M | Buy |
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|
2024
Q1 | $4.86M | Sell |
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|
2023
Q4 | $5.48M | Buy |
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|
2023
Q3 | $4.86M | Buy |
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|
2023
Q2 | $5.47M | Sell |
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|
2023
Q1 | $4.67M | Buy |
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|
2022
Q4 | $3.67M | Sell |
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|
2022
Q3 | $4.5M | Buy |
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|
2022
Q2 | $4.39M | Buy |
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|
2022
Q1 | $5.59M | Buy |
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|
2021
Q4 | $4.86M | Buy |
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|
2021
Q3 | $2.62M | Sell |
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|
2021
Q2 | $2.57M | Buy |
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|
2020
Q4 | $2.73M | Buy |
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