Dakota 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 | $119M | Sell |
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|
2025
Q1 | $148M | Sell |
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|
2024
Q4 | $168M | Sell |
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|
2024
Q3 | $160M | Buy |
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|
2024
Q2 | $140M | Buy |
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|
2024
Q1 | $106M | Buy |
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|
2023
Q4 | $104M | Sell |
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|
2023
Q3 | $93.7M | Buy |
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|
2023
Q2 | $95.7M | Buy |
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|
2023
Q1 | $58.5M | Buy |
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|
2022
Q4 | $45.9M | Sell |
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|
2022
Q3 | $50.6M | Buy |
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|
2022
Q2 | $46.2M | Buy |
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|
2022
Q1 | $52.4M | Buy |
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|
2021
Q4 | $47.6M | Buy |
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|
2021
Q3 | $37.3M | Buy |
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|
2021
Q2 | $34.5M | Buy |
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|
2021
Q1 | $29.2M | Sell |
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|
2020
Q4 | $35.5M | Buy |
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|
2020
Q3 | $27.2M | Sell |
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|
2020
Q2 | $22.1M | Buy |
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|
2020
Q1 | $14.8M | Sell |
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|
2019
Q4 | $18M | Sell |
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|
2019
Q3 | $13.8M | Buy |
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|
2019
Q2 | $11.5M | Buy |
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|
2019
Q1 | $11M | Buy |
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|
2018
Q4 | $9.81M | Buy |
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|
2018
Q3 | $9.64M | Buy |
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|
2018
Q2 | $7.39M | Buy |
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|
2018
Q1 | $2.46M | Buy |
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|
2017
Q4 | $2.36M | Buy |
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|
2017
Q3 | $1.95M | Sell |
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|
2017
Q2 | $1.84M | Hold |
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|
2017
Q1 | $1.84M | Buy |
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|
2016
Q4 | $372K | Sell |
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|
2016
Q3 | $396K | Buy |
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|
2016
Q2 | $318K | Sell |
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|
2016
Q1 | $422K | Buy |
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|
2015
Q4 | $406K | Buy |
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|
2015
Q3 | $420K | Buy |
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|
2015
Q2 | $472K | Buy |
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|
2015
Q1 | $467K | Sell |
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|
2014
Q4 | $422K | Buy |
|