Advisor OS’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 | $32.8M | Buy |
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|
2025
Q1 | $34.1M | Sell |
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|
2024
Q4 | $39.4M | Buy |
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|
2024
Q3 | $33.2M | Buy |
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|
2024
Q2 | $28.6M | Sell |
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|
2024
Q1 | $23.6M | Sell |
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|
2023
Q4 | $29.3M | Buy |
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|
2023
Q3 | $15.7M | Buy |
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|
2023
Q2 | $16.1M | Buy |
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|
2023
Q1 | $6.59M | Buy |
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|
2022
Q4 | $4.64M | Buy |
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|
2022
Q3 | $2.23M | Sell |
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|
2022
Q2 | $2.48M | Sell |
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|
2022
Q1 | $3.3M | Sell |
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|
2021
Q4 | $7.92M | Buy |
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|
2021
Q3 | $5.58M | Sell |
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|
2021
Q2 | $5.56M | Sell |
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|
2021
Q1 | $5.32M | Buy |
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|
2020
Q4 | $5.63M | Buy |
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|
2020
Q3 | $1.2M | Sell |
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|
2020
Q2 | $1.52M | Buy |
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