Bluestem Financial 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
Q3 | $623K | Hold |
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|
2025
Q2 | $502K | Sell |
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|
2025
Q1 | $635K | Sell |
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|
2024
Q4 | $777K | Buy |
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|
2024
Q3 | $701K | Sell |
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|
2024
Q2 | $644K | Sell |
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|
2024
Q1 | $525K | Hold |
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|
2023
Q4 | $589K | Sell |
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|
2023
Q3 | $541K | Buy |
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|
2023
Q2 | $613K | Sell |
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|
2023
Q1 | $567K | Buy |
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|
2022
Q4 | $446K | Sell |
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|
2022
Q3 | $491K | Sell |
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|
2022
Q2 | $508K | Sell |
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|
2022
Q1 | $677K | Hold |
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|
2021
Q4 | $688K | Buy |
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|
2021
Q3 | $534K | Sell |
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|
2021
Q2 | $565K | Buy |
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|
2021
Q1 | $504K | Buy |
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|
2020
Q4 | $547K | Sell |
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|
2020
Q3 | $485K | Sell |
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|
2020
Q2 | $385K | Hold |
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|
2020
Q1 | $268K | Sell |
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|
2019
Q4 | $325K | Buy |
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