Baker Tilly Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.6M | Buy |
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|
2025
Q2 | $4.99M | Sell |
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|
2025
Q1 | $5.69M | Buy |
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|
2024
Q4 | $6.36M | Buy |
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|
2024
Q3 | $5.73M | Sell |
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|
2024
Q2 | $8.44M | Sell |
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|
2024
Q1 | $12.3M | Sell |
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|
2023
Q4 | $15.3M | Sell |
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|
2023
Q3 | $14.5M | Sell |
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|
2023
Q2 | $24.6M | Sell |
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|
2023
Q1 | $21.9M | Sell |
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|
2022
Q4 | $19.1M | Buy |
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|
2022
Q3 | $19.9M | Sell |
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|
2022
Q2 | $20.2M | Buy |
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|
2022
Q1 | $25.3M | Sell |
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|
2021
Q4 | $27.4M | Buy |
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|
2021
Q3 | $21.2M | Buy |
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|
2021
Q2 | $18.3M | Buy |
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|
2021
Q1 | $14.2M | Buy |
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|
2020
Q4 | $14.1M | Buy |
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