AllGen Financial 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
Q3 | $2.3M | Sell |
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|
2025
Q2 | $1.85M | Buy |
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|
2025
Q1 | $1.98M | Buy |
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|
2024
Q4 | $2.19M | Hold |
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|
2024
Q3 | $2.04M | Buy |
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|
2024
Q2 | $1.58M | Buy |
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|
2024
Q1 | $1.28M | Hold |
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|
2023
Q4 | $1.44M | Sell |
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|
2023
Q3 | $1.31M | Sell |
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|
2023
Q2 | $2.04M | Buy |
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|
2023
Q1 | $1.26M | Hold |
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|
2022
Q4 | $995K | Sell |
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|
2022
Q3 | $1.28M | Sell |
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|
2022
Q2 | $1.3M | Buy |
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|
2022
Q1 | $1.66M | Buy |
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|
2021
Q4 | $1.55M | Buy |
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|
2021
Q3 | $1.11M | Sell |
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|
2021
Q2 | $1.26M | Buy |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $1.23M | Buy |
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