AmeriServ 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 | $2.15M | Sell |
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|
2025
Q1 | $2.39M | Sell |
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|
2024
Q4 | $3.24M | Buy |
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|
2023
Q3 | $2.22M | Sell |
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|
2023
Q2 | $2.57M | Sell |
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|
2023
Q1 | $2.2M | Sell |
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|
2022
Q4 | $1.78M | Sell |
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|
2022
Q3 | $2.04M | Sell |
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|
2022
Q2 | $2.01M | Sell |
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|
2022
Q1 | $6.71M | Sell |
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|
2021
Q4 | $6.86M | Sell |
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|
2021
Q3 | $5.48M | Sell |
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|
2021
Q2 | $5.47M | Sell |
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|
2021
Q1 | $5.71M | Buy |
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|
2020
Q4 | $6.13M | Buy |
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|
2019
Q3 | $1.7M | Buy |
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|
2019
Q2 | $1.5M | Sell |
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|
2019
Q1 | $1.63M | Sell |
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|
2018
Q4 | $1.36M | Sell |
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|
2018
Q3 | $3.57M | Buy |
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|
2018
Q2 | $2.88M | Buy |
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|
2018
Q1 | $2.6M | Buy |
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|
2017
Q4 | $2.63M | Buy |
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|
2017
Q1 | $2.35M | Buy |
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|
2016
Q4 | $1.59M | Buy |
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|
2016
Q3 | $738K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $3.35M | Sell |
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|
2015
Q3 | $3.89M | Buy |
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|
2015
Q2 | $4.39M | Sell |
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|
2015
Q1 | $4.4M | Sell |
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|
2014
Q4 | $3.94M | Buy |
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|
2014
Q3 | $3.46M | Buy |
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|
2014
Q2 | $3.12M | Buy |
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|
2014
Q1 | $2.54M | Sell |
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|
2013
Q4 | $4.54M | Sell |
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|
2013
Q3 | $3.96M | Sell |
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|
2013
Q2 | $3.34M | Buy |
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