Cary Street Partners Investment 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 | $8.59M | Buy |
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|
2025
Q1 | $7.05M | Buy |
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|
2024
Q4 | $7M | Sell |
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|
2024
Q3 | $103M | Buy |
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|
2024
Q2 | $92.1M | Sell |
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|
2024
Q1 | $75M | Sell |
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|
2023
Q4 | $84.4M | Buy |
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|
2023
Q3 | $72.5M | Buy |
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|
2023
Q2 | $73.6M | Buy |
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|
2023
Q1 | $56.7M | Sell |
|
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|
2022
Q4 | $45.9M | Sell |
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|
2022
Q3 | $50.8M | Buy |
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|
2022
Q2 | $46.9M | Buy |
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|
2022
Q1 | $8.56M | Buy |
|
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|
2021
Q4 | $7.45M | Buy |
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|
2021
Q3 | $5.64M | Buy |
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|
2021
Q2 | $5.41M | Buy |
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|
2021
Q1 | $4.16M | Sell |
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|
2020
Q4 | $38M | Buy |
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|
2020
Q3 | $11.4M | Buy |
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|
2020
Q2 | $2.4M | Sell |
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|
2020
Q1 | $1.68M | Sell |
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|
2019
Q4 | $2.21M | Buy |
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|
2018
Q4 | $1.34M | Buy |
|