Columbia Advisory Partners’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
$1.55M Buy
2025
Q2
$1.19M Buy
2025
Q1
$1.2M Sell
2024
Q4
$1.38M Sell
2024
Q3
$1.35M Buy
2024
Q2
$1.07M Sell
2024
Q1
$912K Sell
2023
Q4
$1.08M Sell
2023
Q3
$1.1M Sell
2023
Q2
$1.8M Sell
2023
Q1
$1.74M Sell
2022
Q4
$4.17M Buy
2022
Q3
$3.41M Sell
2022
Q2
$3.43M Buy
2022
Q1
$4.2M Buy
2021
Q4
$4M Buy