Convergence Financial’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 | $8.9M | Buy |
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|
2025
Q1 | $8.93M | Buy |
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|
2024
Q4 | $9.42M | Sell |
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|
2024
Q3 | $9.04M | Sell |
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|
2024
Q2 | $9.7M | Buy |
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|
2024
Q1 | $445K | Sell |
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|
2023
Q4 | $552K | Buy |
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|
2023
Q3 | $475K | Hold |
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|
2023
Q2 | $538K | Buy |
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|
2023
Q1 | $410K | Buy |
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|
2022
Q4 | $297K | Buy |
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|
2022
Q3 | $210K | Buy |
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