AE Wealth Management’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 | $370M | Buy |
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|
2025
Q1 | $376M | Buy |
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|
2024
Q4 | $409M | Buy |
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|
2024
Q3 | $357M | Sell |
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|
2024
Q2 | $345M | Buy |
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|
2024
Q1 | $222M | Sell |
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|
2023
Q4 | $603M | Buy |
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|
2023
Q3 | $492M | Buy |
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|
2023
Q2 | $519M | Buy |
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|
2023
Q1 | $423M | Sell |
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|
2022
Q4 | $338M | Buy |
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|
2022
Q3 | $341M | Buy |
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|
2022
Q2 | $332M | Buy |
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|
2022
Q1 | $398M | Buy |
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|
2021
Q4 | $393M | Buy |
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|
2021
Q3 | $308M | Buy |
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|
2021
Q2 | $287M | Buy |
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|
2021
Q1 | $246M | Buy |
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|
2020
Q4 | $261M | Buy |
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|
2020
Q3 | $221M | Buy |
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|
2020
Q2 | $164M | Buy |
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|
2020
Q1 | $103M | Buy |
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|
2019
Q4 | $110M | Buy |
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|
2019
Q3 | $78.7M | Buy |
|
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|
2019
Q2 | $68.3M | Buy |
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|
2019
Q1 | $29.5M | Buy |
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|
2018
Q4 | $20.5M | Buy |
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|
2018
Q3 | $29.3M | Buy |
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|
2018
Q2 | $19.6M | Buy |
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|
2018
Q1 | $13.8M | Buy |
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|
2017
Q4 | $11.7M | Buy |
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|
2017
Q3 | $9.42M | Buy |
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|
2017
Q2 | $6.26M | Buy |
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|
2017
Q1 | $4.47M | Buy |
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|
2016
Q4 | $2.25M | Buy |
|