Allworth Financial’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 | $382M | Buy |
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|
2025
Q1 | $270M | Buy |
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|
2024
Q4 | $280M | Buy |
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|
2024
Q3 | $268M | Sell |
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|
2024
Q2 | $260M | Buy |
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|
2024
Q1 | $161M | Buy |
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|
2023
Q4 | $158M | Buy |
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|
2023
Q3 | $125M | Buy |
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|
2023
Q2 | $134M | Buy |
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|
2023
Q1 | $111M | Buy |
|
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|
2022
Q4 | $84.3M | Buy |
|
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|
2022
Q3 | $87.3M | Buy |
|
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|
2022
Q2 | $84.9M | Buy |
|
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|
2022
Q1 | $102M | Buy |
|
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|
2021
Q4 | $68.3M | Buy |
|
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|
2021
Q3 | $48.3M | Buy |
|
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|
2021
Q2 | $32.1M | Buy |
|
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|
2021
Q1 | $26M | Buy |
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|
2020
Q4 | $22.5M | Buy |
|
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|
2020
Q3 | $18.7M | Sell |
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|
2020
Q2 | $17M | Sell |
|
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|
2020
Q1 | $13.9M | Buy |
|
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|
2019
Q4 | $12.7M | Buy |
|
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|
2019
Q3 | $9.65M | Sell |
|
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|
2019
Q2 | $9.01M | Buy |
|
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|
2019
Q1 | $8.59M | Buy |
|
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|
2018
Q4 | $6.94M | Buy |
|
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|
2018
Q3 | $9.61M | Buy |
|
|||||
|
2018
Q2 | $7.18M | Sell |
|
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|
2018
Q1 | $6.57M | Sell |
|
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|
2017
Q4 | $6.78M | Buy |
|
|||||
|
2017
Q3 | $5.94M | Buy |
|
|||||
|
2017
Q2 | $5.54M | Buy |
|
|||||
|
2017
Q1 | $5.42M | Buy |
|
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|
2016
Q4 | $4.33M | Buy |
|
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|
2016
Q3 | $4.22M | Sell |
|
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|
2016
Q2 | $3.59M | Sell |
|
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|
2016
Q1 | $4.17M | Buy |
|
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|
2015
Q4 | $3.05M | Sell |
|
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|
2015
Q3 | $3.21M | Buy |
|
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|
2015
Q2 | $3.53M | Buy |
|
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|
2015
Q1 | $3.27M | Sell |
|
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|
2014
Q4 | $3M | Sell |
|
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|
2014
Q3 | $2.85M | Buy |
|
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|
2014
Q2 | $2.59M | Buy |
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|
2014
Q1 | $1.95M | Sell |
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|
2013
Q4 | $2.05M | Sell |
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|
2013
Q3 | $2.55M | Buy |
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|
2013
Q2 | $2.04M | Buy |
|