Edge 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 | $46.9M | Buy |
|
|||||
|
2025
Q2 | $37.8M | Sell |
|
|||||
|
2025
Q1 | $41.3M | Buy |
|
|||||
|
2024
Q4 | $46.6M | Sell |
|
|||||
|
2024
Q3 | $44.6M | Sell |
|
|||||
|
2024
Q2 | $40.6M | Sell |
|
|||||
|
2024
Q1 | $33.6M | Sell |
|
|||||
|
2023
Q4 | $37.8M | Sell |
|
|||||
|
2023
Q3 | $34.2M | Sell |
|
|||||
|
2023
Q2 | $39.1M | Buy |
|
|||||
|
2023
Q1 | $32.9M | Sell |
|
|||||
|
2022
Q4 | $26.3M | Sell |
|
|||||
|
2022
Q3 | $32M | Buy |
|
|||||
|
2022
Q2 | $30.8M | Sell |
|
|||||
|
2022
Q1 | $39.6M | Buy |
|
|||||
|
2021
Q4 | $40.2M | Buy |
|
|||||
|
2021
Q3 | $31.4M | Buy |
|
|||||
|
2021
Q2 | $28.9M | Sell |
|
|||||
|
2021
Q1 | $25.8M | Sell |
|
|||||
|
2020
Q4 | $28.5M | Sell |
|
|||||
|
2020
Q3 | $30.3M | Sell |
|
|||||
|
2020
Q2 | $28.6M | Sell |
|
|||||
|
2020
Q1 | $20.9M | Sell |
|
|||||
|
2019
Q4 | $26.1M | Sell |
|
|||||
|
2019
Q3 | $20.3M | Sell |
|
|||||
|
2019
Q2 | $18.9M | Sell |
|
|||||
|
2019
Q1 | $19.3M | Sell |
|
|||||
|
2018
Q4 | $16.5M | Buy |
|
|||||
|
2018
Q3 | $19.7M | Sell |
|
|||||
|
2018
Q2 | $16.2M | Sell |
|
|||||
|
2018
Q1 | $15M | Sell |
|
|||||
|
2017
Q4 | $17.1M | Sell |
|
|||||
|
2017
Q3 | $15.7M | Sell |
|
|||||
|
2017
Q2 | $15.6M | Sell |
|
|||||
|
2017
Q1 | $15.8M | Sell |
|
|||||
|
2016
Q4 | $13M | Sell |
|
|||||
|
2016
Q3 | $12.7M | Sell |
|
|||||
|
2016
Q2 | $11.6M | Buy |
|
|||||
|
2016
Q1 | $10M | Buy |
|
|||||
|
2015
Q4 | $3.42M | Buy |
|
|||||
|
2015
Q3 | $3.44M | Buy |
|
|||||
|
2015
Q2 | $3.47M | Buy |
|
|||||
|
2015
Q1 | $3.01M | Buy |
|
|||||
|
2014
Q4 | $2.65M | Sell |
|
|||||
|
2014
Q3 | $2.42M | Buy |
|
|||||
|
2014
Q2 | $2.04M | Sell |
|
|||||
|
2014
Q1 | $2.51M | Buy |
|
|||||
|
2013
Q4 | $1.7M | Buy |
|
|||||
|
2013
Q3 | $1.08M | Sell |
|
|||||
|
2013
Q2 | $998K | Buy |
|