Dean Jacobson Financial Services’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 | $394K | Buy |
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|
2025
Q1 | $416K | Sell |
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|
2024
Q4 | $504K | Buy |
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|
2024
Q3 | $456K | Buy |
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|
2024
Q2 | $394K | Hold |
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|
2024
Q1 | $321K | Sell |
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|
2023
Q4 | $385K | Hold |
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|
2023
Q3 | $342K | Buy |
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|
2023
Q2 | $367K | Hold |
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|
2023
Q1 | $312K | Hold |
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|
2022
Q4 | $246K | Buy |
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|
2022
Q3 | $244K | Hold |
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|
2022
Q2 | $241K | Sell |
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|
2022
Q1 | $309K | Hold |
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|
2021
Q4 | $314K | Buy |
|