Confluence Wealth Services’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 | $36.5M | Sell |
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|
2025
Q1 | $38.8M | Buy |
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|
2024
Q4 | $39.6M | Sell |
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|
2024
Q3 | $42.9M | Sell |
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|
2024
Q2 | $39M | Buy |
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|
2024
Q1 | $25.7M | Buy |
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|
2023
Q4 | $27.7M | Buy |
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|
2023
Q3 | $24M | Buy |
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|
2023
Q2 | $26.9M | Buy |
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|
2023
Q1 | $22.8M | Buy |
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|
2022
Q4 | $17.7M | Buy |
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|
2022
Q3 | $18.6M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $28.1M | Buy |
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|
2021
Q4 | $28.6M | Buy |
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