Cassady Schiller Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.38M | Sell |
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|
2024
Q3 | $5.24M | Buy |
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|
2024
Q2 | $4.73M | Sell |
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|
2024
Q1 | $3.89M | Sell |
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|
2023
Q4 | $4.38M | Sell |
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|
2023
Q3 | $3.93M | Sell |
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|
2023
Q2 | $4.48M | Sell |
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|
2023
Q1 | $3.85M | Sell |
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|
2022
Q4 | $3.06M | Sell |
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|
2022
Q3 | $3.73M | Buy |
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|
2022
Q2 | $3.44M | Sell |
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|
2022
Q1 | $4.42M | Buy |
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|
2021
Q4 | $4.44M | Buy |
|