Boston Standard 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 | $817K | Sell |
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|
2025
Q2 | $710K | Sell |
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|
2025
Q1 | $843K | Buy |
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|
2024
Q4 | $911K | Sell |
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|
2024
Q3 | $882K | Sell |
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|
2024
Q2 | $843K | Sell |
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|
2024
Q1 | $775K | Sell |
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|
2023
Q4 | $794K | Hold |
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|
2023
Q3 | $794K | Sell |
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|
2023
Q2 | $1.39M | Sell |
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|
2023
Q1 | $1.37M | Sell |
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|
2022
Q4 | $1.08M | Sell |
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|
2022
Q3 | $1.2M | Buy |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $1.37M | Sell |
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|
2021
Q4 | $1.4M | Buy |
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|
2021
Q3 | $1.11M | Sell |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $953K | Buy |
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|
2020
Q4 | $1.05M | Buy |
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|
2020
Q3 | $916K | Buy |
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|
2020
Q2 | $721K | Buy |
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|
2020
Q1 | $227K | Sell |
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|
2019
Q4 | $287K | Sell |
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|
2019
Q3 | $307K | Buy |
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|
2019
Q2 | $278K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $204K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $218K | Buy |
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|
2016
Q1 | $248K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $296K | Buy |
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|
2015
Q2 | $336K | Buy |
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|
2015
Q1 | $339K | Sell |
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|
2014
Q4 | $303K | Buy |
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