Castle 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
2025
Q2
$4.84M Sell
2025
Q1
$5.57M Buy
2024
Q4
$6.13M Sell
2024
Q3
$5.92M Buy
2024
Q2
$5.03M Sell
2024
Q1
$4.12M Buy
2023
Q4
$4.58M Sell
2023
Q3
$4.09M Sell
2023
Q2
$4.86M Sell
2023
Q1
$4.25M Sell
2022
Q4
$3.36M Sell
2022
Q3
$4.04M Sell
2022
Q2
$4.09M Buy