Denver PWM’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 | $3.77M | Hold |
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|
2025
Q2 | $3.77M | Buy |
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|
2025
Q1 | $2.39M | Buy |
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|
2024
Q4 | $892K | Buy |
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|
2024
Q3 | $826K | Sell |
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|
2024
Q2 | $874K | Sell |
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|
2024
Q1 | $742K | Sell |
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|
2023
Q4 | $903K | Buy |
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|
2023
Q3 | $771K | Buy |
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|
2023
Q2 | $770K | Sell |
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|
2023
Q1 | $709K | Sell |
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|
2022
Q4 | $683K | Sell |
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|
2022
Q3 | $823K | Sell |
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|
2022
Q2 | $804K | Buy |
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|
2022
Q1 | $1M | Sell |
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|
2021
Q4 | $1.31M | Buy |
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|
2021
Q3 | $907K | Buy |
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|
2021
Q2 | $801K | Sell |
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|
2021
Q1 | $737K | Buy |
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|
2020
Q4 | $812K | Sell |
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|
2020
Q3 | $737K | Sell |
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|
2020
Q2 | $602K | Buy |
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|
2020
Q1 | $250K | Sell |
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|
2019
Q4 | $367K | Sell |
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|
2019
Q3 | $281K | Sell |
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|
2019
Q2 | $268K | Sell |
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|
2019
Q1 | $389K | Sell |
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|
2018
Q4 | $336K | Buy |
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|
2018
Q3 | $367K | Buy |
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|
2018
Q1 | $304K | Buy |
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|
2017
Q4 | $242K | Sell |
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|
2017
Q3 | $329K | Buy |
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