Concord Wealth 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
Q2 | $14.1M | Sell |
|
|||||
|
2025
Q1 | $16.6M | Sell |
|
|||||
|
2024
Q4 | $19.8M | Buy |
|
|||||
|
2024
Q3 | $18.3M | Buy |
|
|||||
|
2024
Q2 | $16M | Buy |
|
|||||
|
2024
Q1 | $12.3M | Buy |
|
|||||
|
2023
Q4 | $11.9M | Buy |
|
|||||
|
2023
Q3 | $9.14M | Buy |
|
|||||
|
2023
Q2 | $10.2M | Buy |
|
|||||
|
2023
Q1 | $6.93M | Buy |
|
|||||
|
2022
Q4 | $5.23M | Sell |
|
|||||
|
2022
Q3 | $6.3M | Buy |
|
|||||
|
2022
Q2 | $6.18M | Buy |
|
|||||
|
2022
Q1 | $6.87M | Buy |
|
|||||
|
2021
Q4 | $6.59M | Buy |
|
|||||
|
2021
Q3 | $2.29M | Sell |
|
|||||
|
2021
Q2 | $4.3M | Sell |
|
|||||
|
2021
Q1 | $4.09M | Buy |
|
|||||
|
2020
Q4 | $3.6M | Buy |
|