Bay Harbor 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 | $635K | Buy |
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|
2025
Q2 | $456K | Buy |
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|
2025
Q1 | $428K | Buy |
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|
2024
Q4 | $356K | Sell |
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|
2024
Q3 | $336K | Buy |
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|
2024
Q2 | $264K | Sell |
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|
2024
Q1 | $215K | Buy |
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|
2023
Q4 | $224K | Buy |
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|
2023
Q3 | $199K | Buy |
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|
2023
Q2 | $223K | Sell |
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|
2023
Q1 | $202K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $169K | Buy |
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|
2022
Q2 | $162K | Buy |
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|
2022
Q1 | $207K | Buy |
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|
2021
Q4 | $188K | Buy |
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|
2021
Q3 | $151K | Sell |
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|
2021
Q2 | $147K | Sell |
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|
2021
Q1 | $142K | Sell |
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|
2020
Q4 | $5.42M | Buy |
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|
2020
Q3 | $4.71M | Buy |
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|
2020
Q2 | $3.69M | Sell |
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|
2020
Q1 | $2.59M | Sell |
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|
2019
Q4 | $2.99M | Sell |
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|
2019
Q3 | $2.37M | Sell |
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|
2019
Q2 | $2.19M | Sell |
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|
2019
Q1 | $2.39M | Sell |
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|
2018
Q4 | $1.99M | Buy |
|