DHJJ 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
$3.93M Sell
2025
Q2
$3.28M Buy
2025
Q1
$2.19M Sell
2024
Q4
$2.52M Buy
2024
Q3
$2.34M Sell
2024
Q2
$2.12M Sell
2024
Q1
$1.81M Sell
2023
Q4
$2.03M Buy
2023
Q3
$1.76M Sell
2023
Q2
$2M Sell
2023
Q1
$1.71M Buy
2022
Q4
$1.35M Sell
2022
Q3
$1.48M Sell
2022
Q2
$1.47M Buy
2022
Q1
$1.87M Hold
2021
Q4
$1.9M Buy
2021
Q3
$1.49M Sell
2021
Q2
$1.44M Sell
2021
Q1
$1.29M Sell
2020
Q4
$1.41M Buy