Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $7.25M | Buy |
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|
2023
Q3 | $4.25M | Sell |
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|
2023
Q2 | $8.74M | Sell |
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|
2023
Q1 | $7.49M | Sell |
|
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|
2022
Q4 | $6.12M | Buy |
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|
2022
Q3 | $6.41M | Buy |
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|
2022
Q2 | $5.35M | Buy |
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|
2022
Q1 | $6.26M | Buy |
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|
2021
Q4 | $2.07M | Buy |
|
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|
2021
Q3 | $1.41M | Sell |
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|
2021
Q2 | $1.42M | Sell |
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|
2021
Q1 | $1.29M | Buy |
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|
2020
Q4 | $1.3M | Buy |
|