Cadence 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
Q2 | $440K | Sell |
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|
2025
Q1 | $497K | Sell |
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|
2024
Q4 | $723K | Buy |
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|
2024
Q3 | $566K | Sell |
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|
2024
Q2 | $606K | Hold |
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|
2024
Q1 | $494K | Buy |
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|
2023
Q4 | $553K | Sell |
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|
2023
Q3 | $562K | Sell |
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|
2023
Q2 | $765K | Buy |
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|
2023
Q1 | $613K | Hold |
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|
2022
Q4 | $483K | Buy |
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|
2022
Q3 | $514K | Sell |
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|
2022
Q2 | $519K | Buy |
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|
2022
Q1 | $626K | Buy |
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|
2021
Q4 | $618K | Buy |
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|
2021
Q3 | $492K | Buy |
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|
2021
Q2 | $470K | Sell |
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|
2021
Q1 | $427K | Buy |
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