BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $27.3M | Sell |
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|
2023
Q1 | $23.9M | Buy |
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|
2022
Q4 | $18.8M | Buy |
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|
2022
Q3 | $20M | Buy |
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|
2022
Q2 | $19.6M | Buy |
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|
2022
Q1 | $22.6M | Sell |
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|
2021
Q4 | $23M | Sell |
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|
2021
Q3 | $18.4M | Buy |
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|
2021
Q2 | $7.2M | Buy |
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|
2021
Q1 | $6.29M | Sell |
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|
2020
Q4 | $6.97M | Sell |
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|
2020
Q3 | $6.18M | Sell |
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|
2020
Q2 | $5M | Buy |
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|
2020
Q1 | $3.42M | Buy |
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|
2019
Q4 | $3.83M | Buy |
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|
2019
Q3 | $2.73M | Sell |
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|
2019
Q2 | $2.74M | Sell |
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|
2019
Q1 | $2.76M | Buy |
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|
2018
Q4 | $2.14M | Buy |
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|
2018
Q3 | $2.64M | Buy |
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|
2018
Q2 | $2.11M | Buy |
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|
2018
Q1 | $1.47M | Buy |
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|
2017
Q4 | $1.41M | Sell |
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|
2017
Q3 | $1.4M | Buy |
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|
2017
Q2 | $809K | Buy |
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|
2017
Q1 | $804K | Buy |
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|
2016
Q4 | $578K | Buy |
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|
2016
Q3 | $398K | Buy |
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|
2016
Q2 | $289K | Sell |
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|
2016
Q1 | $353K | Buy |
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