Cohen Investment Advisors’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 | $11M | Sell |
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|
2025
Q2 | $8.95M | Sell |
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|
2025
Q1 | $9.94M | Buy |
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|
2024
Q4 | $10.1M | Sell |
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|
2024
Q3 | $10.6M | Sell |
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|
2024
Q2 | $7.97M | Buy |
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|
2024
Q1 | $7.95M | Buy |
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|
2023
Q4 | $8.74M | Sell |
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|
2023
Q3 | $7.97M | Buy |
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|
2023
Q2 | $8.66M | Sell |
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|
2023
Q1 | $8.32M | Sell |
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|
2022
Q4 | $6.63M | Sell |
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|
2022
Q3 | $7.06M | Sell |
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|
2022
Q2 | $7.06M | Buy |
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|
2022
Q1 | $8.82M | Sell |
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|
2021
Q4 | $9.12M | Sell |
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|
2021
Q3 | $7.4M | Sell |
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|
2021
Q2 | $7.27M | Sell |
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|
2021
Q1 | $6.76M | Buy |
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|
2020
Q4 | $7.22M | Buy |
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