Compass Ion 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
Q2 | $4.83M | Sell |
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|
2025
Q1 | $5.93M | Sell |
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|
2024
Q4 | $6.73M | Sell |
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|
2024
Q3 | $6.27M | Buy |
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|
2024
Q2 | $4.45M | Hold |
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|
2024
Q1 | $4.45M | Sell |
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|
2023
Q4 | $5.02M | Buy |
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|
2023
Q3 | $4.21M | Buy |
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|
2023
Q2 | $2.71M | Sell |
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|
2023
Q1 | $2.39M | Buy |
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|
2022
Q4 | $1.47M | Sell |
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|
2022
Q3 | $1.61M | Buy |
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|
2022
Q2 | $1.48M | Buy |
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|
2022
Q1 | $1.68M | Sell |
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|
2021
Q4 | $2M | Buy |
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|
2021
Q3 | $1.33M | Sell |
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|
2021
Q2 | $1.29M | Sell |
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|
2021
Q1 | $1.16M | Buy |
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|
2020
Q4 | $1.2M | Sell |
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|
2020
Q3 | $1.06M | Buy |
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|
2020
Q2 | $479K | Sell |
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|
2020
Q1 | $339K | Sell |
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|
2019
Q4 | $551K | Buy |
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