Arkadios 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
$83.6M Buy
2025
Q1
$84M Buy
2024
Q4
$70.7M Buy
2024
Q3
$65.4M Buy
2024
Q2
$54.2M Buy
2024
Q1
$44M Sell
2023
Q4
$50.3M Buy
2023
Q3
$44.5M Buy
2023
Q2
$43.4M Sell
2023
Q1
$37.8M Buy
2022
Q4
$29.4M Buy
2022
Q3
$28.7M Buy
2022
Q2
$25.5M Sell
2022
Q1
$32.6M Sell
2021
Q4
$34.9M Buy
2021
Q3
$24.1M Sell
2021
Q2
$30M Buy
2021
Q1
$22.7M Buy
2020
Q4
$21.9M Buy
2020
Q3
$10.2M Sell
2020
Q2
$8.67M Sell
2020
Q1
$5.75M Buy
2019
Q4
$7.28M Buy