Bogart Wealth LLC’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 | $30M | Buy |
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|
2025
Q1 | $28.1M | Sell |
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|
2024
Q4 | $32M | Buy |
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|
2024
Q3 | $29.2M | Sell |
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|
2024
Q2 | $26.5M | Buy |
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|
2024
Q1 | $20.6M | Buy |
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|
2023
Q4 | $20.7M | Sell |
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|
2023
Q3 | $18.6M | Sell |
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|
2023
Q2 | $21.8M | Buy |
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|
2023
Q1 | $17.5M | Buy |
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|
2022
Q4 | $13M | Buy |
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|
2022
Q3 | $12.1M | Buy |
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|
2022
Q2 | $10.5M | Buy |
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|
2022
Q1 | $11.6M | Sell |
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|
2021
Q4 | $12.5M | Buy |
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|
2021
Q3 | $8.79M | Buy |
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|
2021
Q2 | $7.45M | Buy |
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|
2021
Q1 | $5.73M | Buy |
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|
2020
Q4 | $5.81M | Buy |
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|
2020
Q3 | $4.7M | Buy |
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|
2020
Q2 | $3.51M | Buy |
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|
2020
Q1 | $2.41M | Buy |
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|
2019
Q4 | $2.46M | Buy |
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|
2019
Q3 | $1.84M | Buy |
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|
2019
Q2 | $1.59M | Buy |
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|
2019
Q1 | $1.44M | Buy |
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|
2018
Q4 | $1.03M | Buy |
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|
2018
Q3 | $1.47M | Sell |
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|
2018
Q2 | $1.23M | Sell |
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|
2018
Q1 | $1.25M | Buy |
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|
2017
Q4 | $1.04M | Buy |
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|
2017
Q3 | $729K | Buy |
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|
2017
Q2 | $643K | Sell |
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|
2017
Q1 | $682K | Sell |
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|
2016
Q4 | $661K | Buy |
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