Capital Advisors 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 | $15.2M | Sell |
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|
2025
Q2 | $12.5M | Buy |
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|
2025
Q1 | $12.5M | Buy |
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|
2024
Q4 | $13.3M | Buy |
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|
2024
Q3 | $11.8M | Sell |
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|
2024
Q2 | $10.9M | Buy |
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|
2024
Q1 | $7.85M | Sell |
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|
2023
Q4 | $9.19M | Buy |
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|
2023
Q3 | $8.04M | Buy |
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|
2023
Q2 | $8.91M | Buy |
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|
2023
Q1 | $7.5M | Buy |
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|
2022
Q4 | $5.8M | Sell |
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|
2022
Q3 | $6.23M | Buy |
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|
2022
Q2 | $6.15M | Buy |
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|
2022
Q1 | $7.21M | Buy |
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|
2021
Q4 | $7.26M | Buy |
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|
2021
Q3 | $5.05M | Buy |
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|
2021
Q2 | $4.78M | Buy |
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|
2021
Q1 | $4.21M | Buy |
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