Cardinal Point Wealth Management Partners’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$4.74M Buy
2022
Q4
$3.61M Buy
2022
Q3
$2.29M Sell
2022
Q2
$2.25M Buy
2022
Q1
$2.86M Buy
2021
Q4
$2.69M Buy