D.B. Root & Company’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 | $8.49M | Sell |
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|
2025
Q1 | $9.29M | Buy |
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|
2024
Q4 | $10.5M | Sell |
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|
2024
Q3 | $10.1M | Sell |
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|
2024
Q2 | $9.84M | Buy |
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|
2024
Q1 | $6.99M | Sell |
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|
2023
Q4 | $8.85M | Sell |
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|
2023
Q3 | $8.35M | Buy |
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|
2023
Q2 | $9.45M | Sell |
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|
2023
Q1 | $8.15M | Sell |
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|
2022
Q4 | $6.6M | Sell |
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|
2022
Q3 | $7.3M | Sell |
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|
2022
Q2 | $7.29M | Buy |
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|
2022
Q1 | $9.3M | Sell |
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|
2021
Q4 | $9.49M | Sell |
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|
2021
Q3 | $7.9M | Sell |
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|
2021
Q2 | $7.83M | Sell |
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|
2021
Q1 | $7.05M | Sell |
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|
2020
Q4 | $7.83M | Buy |
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|
2020
Q3 | $6.08M | Sell |
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|
2020
Q2 | $5.06M | Buy |
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|
2020
Q1 | $2.64M | Sell |
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|
2019
Q4 | $3.99M | Sell |
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|
2019
Q3 | $4.05M | Sell |
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|
2019
Q2 | $4.5M | Sell |
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|
2019
Q1 | $4.99M | Sell |
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|
2018
Q4 | $4.22M | Buy |
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|
2018
Q3 | $6M | Sell |
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|
2018
Q2 | $5.05M | Buy |
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|
2018
Q1 | $4.54M | Buy |
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|
2017
Q4 | $4.29M | Buy |
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