Delta Financial Advisors’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 | $19.7M | Buy |
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|
2025
Q2 | $13.3M | Sell |
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|
2025
Q1 | $15.3M | Sell |
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|
2024
Q4 | $17.3M | Sell |
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|
2024
Q3 | $16.1M | Sell |
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|
2024
Q2 | $14.9M | Buy |
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|
2024
Q1 | $12.1M | Buy |
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|
2023
Q4 | $13.4M | Sell |
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|
2023
Q3 | $12.3M | Buy |
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|
2023
Q2 | $13.9M | Sell |
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|
2023
Q1 | $11.8M | Sell |
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|
2022
Q4 | $9.5M | Sell |
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|
2022
Q3 | $10.2M | Buy |
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|
2022
Q2 | $10.1M | Buy |
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|
2022
Q1 | $12.8M | Sell |
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|
2021
Q4 | $13.1M | Sell |
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|
2021
Q3 | $10.5M | Sell |
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|
2021
Q2 | $10.2M | Buy |
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|
2021
Q1 | $9.09M | Buy |
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|
2020
Q4 | $9.81M | Sell |
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|
2020
Q3 | $8.67M | Sell |
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|
2020
Q2 | $8.02M | Sell |
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|
2020
Q1 | $6.01M | Sell |
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|
2019
Q4 | $8.11M | Sell |
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|
2019
Q3 | $6.41M | Sell |
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|
2019
Q2 | $5.78M | Buy |
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