Advocacy Wealth Management Services’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 | $203K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $369K | Buy |
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|
2023
Q1 | $239K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $13K | Hold |
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|
2022
Q2 | $13K | Hold |
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|
2022
Q1 | $16K | Buy |
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|
2021
Q4 | $15K | Hold |
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|
2021
Q3 | $12K | Sell |
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|
2021
Q2 | $28K | Hold |
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|
2021
Q1 | $25K | Sell |
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|
2020
Q4 | $90K | Sell |
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|
2020
Q3 | $81K | Sell |
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|
2020
Q2 | $75K | Sell |
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|
2020
Q1 | $73K | Buy |
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|
2019
Q4 | $78K | Sell |
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|
2019
Q3 | $68K | Sell |
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|
2019
Q2 | $70K | Hold |
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|
2019
Q1 | $68K | Sell |
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|
2018
Q4 | $135K | Hold |
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|
2018
Q3 | $194K | Hold |
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|
2018
Q2 | $159K | Buy |
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|
2018
Q1 | $135K | Sell |
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|
2017
Q4 | $145K | Hold |
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|
2017
Q3 | $132K | Sell |
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|
2017
Q2 | $193K | Buy |
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|
2017
Q1 | $185K | Sell |
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|
2016
Q4 | $151K | Sell |
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|
2016
Q3 | $215K | Sell |
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|
2016
Q2 | $266K | Sell |
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|
2016
Q1 | $523K | Sell |
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|
2015
Q4 | $665K | Buy |
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|
2013
Q3 | $485K | Buy |
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|
2013
Q2 | $274K | Buy |
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