Apexium 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 | $50.2M | Sell |
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|
2025
Q1 | $54.8M | Buy |
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|
2024
Q4 | $52.8M | Buy |
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|
2024
Q3 | $44.3M | Buy |
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|
2024
Q2 | $39.9M | Sell |
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|
2024
Q1 | $33.1M | Sell |
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|
2023
Q4 | $66.8M | Buy |
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|
2023
Q3 | $34.2M | Sell |
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|
2023
Q2 | $39.1M | Sell |
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|
2023
Q1 | $33.8M | Sell |
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|
2022
Q4 | $26.9M | Buy |
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|
2022
Q3 | $28.4M | Buy |
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|
2022
Q2 | $14.8M | Buy |
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|
2022
Q1 | $17.3M | Sell |
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|
2021
Q4 | $17.5M | Sell |
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|
2021
Q3 | $13.9M | Sell |
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|
2021
Q2 | $13.6M | Buy |
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|
2021
Q1 | $11.1M | Buy |
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|
2020
Q4 | $12M | Buy |
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|
2020
Q3 | $10.4M | Buy |
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|
2020
Q2 | $8.23M | Buy |
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|
2020
Q1 | $2.32M | Buy |
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|
2019
Q4 | $2.63M | Buy |
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|
2018
Q4 | $670K | Buy |
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