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