Dynasty 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 | $20.5M | Buy |
|
|||||
|
2025
Q2 | $3.32M | Sell |
|
|||||
|
2025
Q1 | $9.55M | Buy |
|
|||||
|
2024
Q4 | $7.47M | Sell |
|
|||||
|
2024
Q3 | $10.3M | Buy |
|
|||||
|
2024
Q2 | $7.07M | Sell |
|
|||||
|
2024
Q1 | $6.12M | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $2.27M | Buy |
|
|||||
|
2018
Q2 | $418K | Buy |
|
|||||
|
2018
Q1 | $369K | Sell |
|
|||||
|
2017
Q4 | $458K | Buy |
|