Curated 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
Q3 | $11.4M | Sell |
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|
2025
Q2 | $9.74M | Buy |
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|
2025
Q1 | $10.4M | Sell |
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|
2024
Q4 | $12.3M | Sell |
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|
2024
Q3 | $12.4M | Buy |
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|
2024
Q2 | $10.6M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $8.33M | Sell |
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|
2023
Q3 | $7.72M | Sell |
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|
2023
Q2 | $8.74M | Sell |
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|
2023
Q1 | $7.43M | Sell |
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|
2022
Q4 | $6.1M | Sell |
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|
2022
Q3 | $6.49M | Buy |
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|
2022
Q2 | $6.4M | Buy |
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|
2022
Q1 | $7.99M | Hold |
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|
2021
Q4 | $7.99M | Hold |
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|
2021
Q3 | $6.36M | Buy |
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|
2021
Q2 | $6.15M | Sell |
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|
2021
Q1 | $5.52M | Buy |
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|
2020
Q4 | $5.97M | Buy |
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