Dougherty Wealth Advisers’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 | $5.65M | Buy |
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|
2025
Q2 | $4.5M | Hold |
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|
2025
Q1 | $4.87M | Sell |
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|
2024
Q4 | $5.61M | Sell |
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|
2024
Q3 | $5.22M | Sell |
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|
2024
Q2 | $4.76M | Buy |
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|
2024
Q1 | $3.87M | Sell |
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|
2023
Q4 | $4.69M | Sell |
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|
2023
Q3 | $4.21M | Sell |
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|
2023
Q2 | $4.77M | Sell |
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|
2023
Q1 | $4.37M | Buy |
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|
2022
Q4 | $1.74M | Hold |
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|
2022
Q3 | $1.85M | Sell |
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|
2022
Q2 | $1.86M | Buy |
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|
2022
Q1 | $2.34M | Hold |
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|
2021
Q4 | $2.38M | Buy |
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|
2021
Q3 | $1.9M | Hold |
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|
2021
Q2 | $1.84M | Sell |
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|
2021
Q1 | $1.65M | Buy |
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|
2020
Q4 | $1.78M | Sell |
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|
2020
Q3 | $1.55M | Buy |
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|
2020
Q2 | $1.22M | Hold |
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|
2020
Q1 | $852K | Hold |
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|
2019
Q4 | $984K | Hold |
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|
2019
Q3 | $751K | Sell |
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|
2019
Q2 | $763K | Buy |
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|
2019
Q1 | $665K | Hold |
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|
2018
Q4 | $599K | Buy |
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