Collaborative 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
$4.84M Sell
2025
Q1
$5.26M Sell
2024
Q4
$6.23M Sell
2024
Q3
$6.16M Sell
2024
Q2
$5.58M Sell
2024
Q1
$4.56M Sell
2023
Q4
$5.2M Sell
2023
Q3
$4.7M Sell
2023
Q2
$5.4M Buy
2023
Q1
$4.58M Sell
2022
Q4
$3.62M Buy
2022
Q3
$3.85M Buy
2022
Q2
$3.79M Buy
2021
Q4
$5.19M Buy
2021
Q1
$4.83M Buy