Advisory Services & Investments’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$686K Sell
2024
Q2
$659K Sell
2024
Q1
$591K Hold
2023
Q4
$663K Sell
2023
Q3
$601K Buy
2023
Q2
Sell
2023
Q1
$295K Buy
2022
Q4
Sell
2022
Q3
$274K Buy
2022
Q2
Sell
2022
Q1
$343K Buy