Edmonds Duncan Registered Investment Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.53M | Buy |
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|
2024
Q2 | $5.86M | Sell |
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|
2024
Q1 | $4.79M | Buy |
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|
2023
Q4 | $5.38M | Sell |
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|
2023
Q3 | $5.06M | Buy |
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|
2023
Q2 | $5.73M | Buy |
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|
2023
Q1 | $4.87M | Sell |
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|
2022
Q4 | $3.85M | Sell |
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|
2022
Q3 | $4.21M | Buy |
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|
2022
Q2 | $4.13M | Buy |
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|
2022
Q1 | $5.22M | Buy |
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|
2021
Q4 | $4.97M | Buy |
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|
2021
Q3 | $4.21M | Sell |
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|
2021
Q2 | $4.12M | Buy |
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|
2021
Q1 | $3.67M | Sell |
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|
2020
Q4 | $4M | Sell |
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|
2020
Q3 | $3.63M | Sell |
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|
2020
Q2 | $3.01M | Sell |
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|
2020
Q1 | $2.16M | Buy |
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|
2019
Q4 | $2.46M | Sell |
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|
2019
Q3 | $1.89M | Buy |
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|
2019
Q2 | $1.7M | Sell |
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|
2019
Q1 | $1.62M | Sell |
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|
2018
Q4 | $1.39M | Sell |
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|
2018
Q3 | $2.03M | Buy |
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|
2018
Q2 | $1.66M | Buy |
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|
2018
Q1 | $1.52M | Buy |
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|
2017
Q4 | $1.36M | Buy |
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|
2017
Q3 | $1.41M | Sell |
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|
2017
Q2 | $1.17M | Buy |
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|
2017
Q1 | $737K | Buy |
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|
2016
Q4 | $594K | Buy |
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|
2016
Q3 | $603K | Sell |
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|
2016
Q2 | $570K | Sell |
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|
2016
Q1 | $748K | Sell |
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|
2015
Q4 | $827K | Buy |
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