Compass Advisory Group’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 | $2.76M | Buy |
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|
2025
Q1 | $2.03M | Sell |
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|
2024
Q4 | $2.29M | Sell |
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|
2024
Q3 | $2.16M | Sell |
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|
2024
Q2 | $2.29M | Sell |
|
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|
2024
Q1 | $1.94M | Sell |
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|
2023
Q4 | $2.19M | Buy |
|
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|
2023
Q3 | $1.83M | Buy |
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|
2023
Q2 | $2.02M | Buy |
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|
2023
Q1 | $1.24M | Buy |
|
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|
2022
Q4 | $979K | Sell |
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|
2022
Q3 | $1.19M | Sell |
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|
2022
Q2 | $1.27M | Buy |
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|
2022
Q1 | $639K | Buy |
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|
2021
Q4 | $578K | Sell |
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|
2021
Q3 | $503K | Sell |
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|
2021
Q2 | $521K | Sell |
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|
2021
Q1 | $535K | Buy |
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|
2020
Q4 | $399K | Buy |
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