Carl Stuart Investment Advisor’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 | $220K | Buy |
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|
2025
Q1 | $224K | Sell |
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|
2024
Q4 | $304K | Buy |
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|
2024
Q3 | $283K | Hold |
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|
2024
Q2 | $256K | Buy |
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|
2024
Q1 | $204K | Sell |
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|
2023
Q4 | $1.98M | Buy |
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|
2023
Q3 | $1.79M | Buy |
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|
2023
Q2 | $1.99M | Buy |
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|
2023
Q1 | $60.6K | Buy |
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|
2022
Q4 | $1.33M | Buy |
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|
2022
Q3 | $1.5M | Buy |
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|
2022
Q2 | $1.5M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.16M | Buy |
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