Clay Northam 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
$11.3M Sell
2025
Q1
$12.4M Sell
2024
Q4
$14.2M Sell
2024
Q3
$13.3M Sell
2024
Q2
$12M Buy
2024
Q1
$9.79M Sell
2023
Q4
$11.1M Buy
2023
Q3
$9.72M Sell
2023
Q2
$11M Buy
2023
Q1
$9.38M Sell
2022
Q4
$7.44M Sell
2022
Q3
$7.94M Sell
2022
Q2
$7.87M Sell
2022
Q1
$10.9M Buy
2021
Q4
$11.1M Buy