Defined 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
Q3 | $2.95M | Sell |
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|
2025
Q2 | $2.37M | Buy |
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|
2025
Q1 | $2.52M | Buy |
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|
2024
Q4 | $2.82M | Buy |
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|
2024
Q3 | $2.56M | Buy |
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|
2024
Q2 | $2.25M | Buy |
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|
2024
Q1 | $1.79M | Sell |
|
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|
2023
Q4 | $2.02M | Buy |
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|
2023
Q3 | $1.78M | Buy |
|
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|
2023
Q2 | $1.94M | Sell |
|
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|
2023
Q1 | $1.7M | Sell |
|
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|
2022
Q4 | $1.51M | Buy |
|
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|
2022
Q3 | $1.61M | Buy |
|
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|
2022
Q2 | $1.59M | Buy |
|
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|
2022
Q1 | $2.03M | Buy |
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|
2021
Q4 | $2.06M | Buy |
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|
2021
Q3 | $1.64M | Sell |
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|
2021
Q2 | $1.6M | Sell |
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|
2021
Q1 | $1.46M | Buy |
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|
2020
Q4 | $1.58M | Buy |
|