Carson Advisory’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 | $3.97M | Sell |
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|
2025
Q1 | $4.47M | Sell |
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|
2024
Q4 | $5.21M | Sell |
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|
2024
Q3 | $5.24M | Sell |
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|
2024
Q2 | $5.07M | Buy |
|
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|
2024
Q1 | $4.06M | Sell |
|
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|
2023
Q4 | $4.62M | Buy |
|
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|
2023
Q3 | $3.98M | Buy |
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|
2023
Q2 | $4.32M | Buy |
|
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|
2023
Q1 | $3.47M | Sell |
|
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|
2022
Q4 | $2.93M | Buy |
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|
2022
Q3 | $3M | Sell |
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|
2022
Q2 | $3.08M | Buy |
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|
2022
Q1 | $3.65M | Sell |
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|
2021
Q4 | $3.77M | Buy |
|