ClientFirst 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 | $2.95M | Buy |
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|
2025
Q1 | $3.17M | Hold |
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|
2024
Q4 | $3.57M | Buy |
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|
2023
Q3 | $2.61M | Hold |
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|
2023
Q2 | $2.78M | Hold |
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|
2023
Q1 | $2.33M | Sell |
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|
2022
Q4 | $1.97M | Hold |
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|
2022
Q3 | $2.22M | Hold |
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|
2022
Q2 | $2.07M | Hold |
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|
2022
Q1 | $2.64M | Hold |
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|
2021
Q4 | $2.66M | Buy |
|