Congress Wealth Management’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 | $394M | Buy |
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|
2025
Q1 | $390M | Buy |
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|
2024
Q4 | $199M | Buy |
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|
2024
Q3 | $168M | Buy |
|
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|
2024
Q2 | $114M | Buy |
|
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|
2024
Q1 | $89.9M | Sell |
|
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|
2023
Q4 | $122M | Buy |
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|
2023
Q3 | $93M | Buy |
|
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|
2023
Q2 | $92.7M | Buy |
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|
2023
Q1 | $78M | Sell |
|
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|
2022
Q4 | $62.2M | Buy |
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|
2022
Q3 | $63.8M | Buy |
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|
2022
Q2 | $62.6M | Sell |
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|
2022
Q1 | $81.9M | Sell |
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|
2021
Q4 | $92.6M | Buy |
|