Aletheian Wealth Advisors’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 | $3.71M | Sell |
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|
2025
Q1 | $4.19M | Buy |
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|
2024
Q4 | $3.91M | Buy |
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|
2024
Q3 | $3.5M | Sell |
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|
2024
Q2 | $3.25M | Sell |
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|
2024
Q1 | $4.59M | Buy |
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|
2023
Q4 | $3.02M | Sell |
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|
2023
Q3 | $2.88M | Sell |
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|
2023
Q2 | $3.51M | Buy |
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|
2023
Q1 | $1.93M | Sell |
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|
2022
Q4 | $1.58M | Buy |
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|
2022
Q3 | $1.16M | Sell |
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|
2022
Q2 | $1.39M | Buy |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $1.25M | Buy |
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