Bell Investment Advisors’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 | $5.78M | Buy |
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|
2025
Q1 | $6.2M | Sell |
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|
2024
Q4 | $7.02M | Buy |
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|
2024
Q3 | $6.51M | Sell |
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|
2024
Q2 | $5.99M | Sell |
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|
2024
Q1 | $4.95M | Sell |
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|
2023
Q4 | $5.68M | Buy |
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|
2023
Q3 | $5.04M | Buy |
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|
2023
Q2 | $4.79M | Buy |
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|
2023
Q1 | $4.03M | Buy |
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|
2022
Q4 | $3.09M | Buy |
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|
2022
Q3 | $3.28M | Buy |
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|
2022
Q2 | $3.18M | Buy |
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|
2021
Q4 | $4.22M | Buy |
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|
2021
Q3 | $3.3M | Buy |
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