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
2024
Q3
$5.24M Buy
2024
Q2
$4.73M Sell
2024
Q1
$3.89M Sell
2023
Q4
$4.38M Sell
2023
Q3
$3.93M Sell
2023
Q2
$4.48M Sell
2023
Q1
$3.85M Sell
2022
Q4
$3.06M Sell
2022
Q3
$3.73M Buy
2022
Q2
$3.44M Sell
2022
Q1
$4.42M Buy
2021
Q4
$4.44M Buy