Dopkins 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 | $3.31M | Buy |
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|
2025
Q2 | $2.66M | Hold |
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|
2025
Q1 | $2.88M | Buy |
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|
2024
Q4 | $3.25M | Buy |
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|
2024
Q3 | $2.47M | Sell |
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|
2024
Q2 | $3.21M | Buy |
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|
2024
Q1 | $2.57M | Buy |
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|
2023
Q4 | $1.88M | Sell |
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|
2023
Q3 | $2.22M | Buy |
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|
2023
Q2 | $1.89M | Hold |
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|
2023
Q1 | $1.61M | Buy |
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|
2022
Q4 | $1.26M | Hold |
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|
2022
Q3 | $1.34M | Buy |
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|
2022
Q2 | $1.32M | Hold |
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|
2022
Q1 | $1.69M | Sell |
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|
2021
Q4 | $1.79M | Buy |
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