Carolina Wealth Advisors’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 | $1.65M | Buy |
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|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $516K | Sell |
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|
2024
Q3 | $813K | Buy |
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|
2024
Q2 | $725K | Sell |
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|
2024
Q1 | $603K | Buy |
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|
2023
Q4 | $677K | Hold |
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|
2023
Q3 | $602K | Sell |
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|
2023
Q2 | $704K | Sell |
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|
2023
Q1 | $604K | Sell |
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|
2022
Q4 | $506K | Sell |
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|
2022
Q3 | $540K | Sell |
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|
2022
Q2 | $536K | Buy |
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|
2022
Q1 | $680K | Sell |
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|
2021
Q4 | $694K | Hold |
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|
2021
Q3 | $553K | Buy |
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|
2021
Q2 | $510K | Sell |
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|
2021
Q1 | $463K | Buy |
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|
2020
Q4 | $478K | Buy |
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|
2020
Q3 | $399K | Buy |
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|
2020
Q2 | $297K | Buy |
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|
2020
Q1 | $207K | Buy |
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|
2019
Q4 | $229K | Buy |
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