Charles Schwab 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $1.42M | Sell |
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|
2023
Q3 | $1.29M | Buy |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $788K | Sell |
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|
2022
Q3 | $984K | Buy |
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|
2022
Q2 | $831K | Sell |
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|
2022
Q1 | $1.06M | Buy |
|
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|
2021
Q4 | $934K | Sell |
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|
2021
Q3 | $758K | Buy |
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|
2021
Q2 | $676K | Sell |
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|
2021
Q1 | $633K | Buy |
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|
2020
Q4 | $611K | Sell |
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|
2020
Q3 | $656K | Buy |
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|
2020
Q2 | $346K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $205K | Sell |
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|
2019
Q3 | $268K | Sell |
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|
2019
Q2 | $200M | Sell |
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|
2019
Q1 | $193M | Buy |
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|
2018
Q4 | $158M | Sell |
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|
2018
Q3 | $227M | Sell |
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|
2018
Q2 | $191M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $329K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $223K | Buy |
|