Axiom Financial Strategies’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
$334K Sell
2025
Q1
$713K Sell
2024
Q4
$816K Sell
2024
Q3
$852K Buy
2024
Q2
Sell
2024
Q1
$784K Buy
2023
Q4
$847K Buy
2023
Q3
$753K Sell
2023
Q2
$863K Sell
2023
Q1
$800K Sell
2022
Q4
$638K Sell
2022
Q3
$1.91M Buy
2022
Q2
$1.78M Buy
2022
Q1
$2.01M Sell
2021
Q4
$2.33M Buy
2021
Q3
$1.75M Buy
2021
Q2
$1.69M Buy
2021
Q1
$1.48M Buy
2020
Q4
$1.32M Hold
2020
Q3
$1.32M Sell
2020
Q2
$1.07M Buy
2020
Q1
$681K Buy