Elevation Wealth Partners’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 | $8.41M | Buy |
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|
2025
Q2 | $5.97M | Sell |
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|
2025
Q1 | $6.59M | Sell |
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|
2024
Q4 | $7.79M | Sell |
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|
2024
Q3 | $7.35M | Sell |
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|
2024
Q2 | $6.69M | Sell |
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|
2024
Q1 | $5.5M | Buy |
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|
2023
Q4 | $5.11M | Buy |
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|
2023
Q3 | $2.22M | Sell |
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|
2023
Q2 | $2.52M | Sell |
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|
2023
Q1 | $2.27M | Buy |
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