Client 1st Advisory Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.3M | Buy |
|
|||||
|
2025
Q2 | $2.59M | Buy |
|
|||||
|
2025
Q1 | $2.78M | Sell |
|
|||||
|
2024
Q4 | $3.16M | Sell |
|
|||||
|
2024
Q3 | $3.02M | Buy |
|
|||||
|
2024
Q2 | $2.53M | Sell |
|
|||||
|
2024
Q1 | $2.22M | Buy |
|
|||||
|
2023
Q4 | $2.45M | Sell |
|
|||||
|
2023
Q3 | $2.19M | Buy |
|
|||||
|
2023
Q2 | $2.29M | Sell |
|
|||||
|
2023
Q1 | $1.96M | Buy |
|
|||||
|
2022
Q4 | $1.47M | Buy |
|
|||||
|
2022
Q3 | $1.43M | Buy |
|
|||||
|
2022
Q2 | $1.3M | Buy |
|
|||||
|
2022
Q1 | $1.41M | Hold |
|
|||||
|
2021
Q4 | $1.43M | Buy |
|
|||||
|
2021
Q3 | $902K | Buy |
|
|||||
|
2021
Q2 | $615K | Buy |
|
|||||
|
2021
Q1 | $515K | Sell |
|
|||||
|
2020
Q4 | $556K | Hold |
|
|||||
|
2020
Q3 | $523K | Sell |
|
|||||
|
2020
Q2 | $446K | Sell |
|
|||||
|
2020
Q1 | $339K | Sell |
|
|||||
|
2019
Q4 | $432K | Buy |
|