Asset Allocation & Management Company’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
$985K Hold
2025
Q1
$1.07M Hold
2024
Q4
$1.2M Buy
2023
Q3
Sell
2023
Q2
$1.02M Sell
2023
Q1
$1.65M Sell
2022
Q4
$1.82M Buy
2022
Q3
$1M Buy
2022
Q2
$991K Hold
2022
Q1
$1.27M Buy
2021
Q4
$710K Buy
2020
Q2
Sell
2020
Q1
$324K Sell
2019
Q4
$458K Buy