AJ Wealth Strategies’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $13.7M | Buy |
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|
2023
Q1 | $11.3M | Sell |
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|
2022
Q4 | $9.83M | Sell |
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|
2022
Q3 | $12M | Buy |
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|
2022
Q2 | $11.8M | Buy |
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|
2022
Q1 | $12.3M | Buy |
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|
2021
Q4 | $12.5M | Buy |
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|
2021
Q3 | $8.15M | Buy |
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|
2021
Q2 | $7.54M | Sell |
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|
2021
Q1 | $7.28M | Sell |
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|
2020
Q4 | $8M | Buy |
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|
2020
Q3 | $6.91M | Buy |
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|
2020
Q2 | $5.02M | Buy |
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|
2020
Q1 | $3.41M | Buy |
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|
2019
Q4 | $2.2M | Sell |
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|
2019
Q3 | $1.69M | Buy |
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|
2019
Q2 | $1.47M | Sell |
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|
2019
Q1 | $2.04M | Sell |
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|
2018
Q4 | $1.88M | Buy |
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|
2018
Q3 | $2.32M | Buy |
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|
2018
Q2 | $1.81M | Buy |
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|
2018
Q1 | $1.54M | Buy |
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|
2017
Q4 | $1.09M | Buy |
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|
2017
Q3 | $824K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $246K | Buy |
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