Connecticut 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 | $24.7M | Buy |
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|
2025
Q1 | $25M | Sell |
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|
2024
Q4 | $28.2M | Buy |
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|
2024
Q3 | $26M | Buy |
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|
2024
Q2 | $23.2M | Buy |
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|
2024
Q1 | $18.8M | Sell |
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|
2023
Q4 | $21.2M | Buy |
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|
2023
Q3 | $17.1M | Buy |
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|
2023
Q2 | $14.8M | Buy |
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|
2023
Q1 | $9.92M | Buy |
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|
2022
Q4 | $6.65M | Buy |
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|
2022
Q3 | $6.54M | Buy |
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|
2022
Q2 | $5.65M | Buy |
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|
2022
Q1 | $6.85M | Sell |
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|
2021
Q4 | $7M | Buy |
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|
2021
Q3 | $5.52M | Buy |
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|
2021
Q2 | $5.08M | Sell |
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|
2021
Q1 | $5.38M | Buy |
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|
2020
Q4 | $5.74M | Sell |
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|
2020
Q3 | $5.18M | Buy |
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|
2020
Q2 | $3.12M | Buy |
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|
2020
Q1 | $2.14M | Sell |
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|
2019
Q4 | $2.65M | Buy |
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|
2019
Q3 | $1.97M | Sell |
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|
2019
Q2 | $1.75M | Buy |
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|
2019
Q1 | $1.47M | Buy |
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|
2018
Q4 | $1.14M | Buy |
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|
2018
Q3 | $1.62M | Sell |
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|
2018
Q2 | $1.34M | Sell |
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|
2018
Q1 | $1.2M | Buy |
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|
2017
Q4 | $1.17M | Buy |
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|
2017
Q3 | $1.03M | Buy |
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|
2017
Q2 | $931K | Buy |
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|
2017
Q1 | $913K | Buy |
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|
2016
Q4 | $756K | Buy |
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|
2016
Q3 | $685K | Buy |
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