Atlantic Private Wealth’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
$439K Sell
2025
Q1
$497K Buy
2024
Q4
$523K Buy
2024
Q3
$412K Buy
2024
Q2
$330K Buy
2024
Q1
$235K Hold
2023
Q4
$263K Sell
2023
Q3
$352K Buy
2023
Q2
$88.8K Buy
2023
Q1
$30.2K Buy