Elmwood 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
Q2 | $4.55M | Sell |
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|
2025
Q1 | $5.26M | Sell |
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|
2024
Q4 | $6.01M | Buy |
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|
2024
Q3 | $5.47M | Sell |
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|
2024
Q2 | $5.17M | Sell |
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|
2024
Q1 | $4.36M | Buy |
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|
2023
Q4 | $3.92M | Sell |
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|
2023
Q3 | $4.91M | Sell |
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|
2023
Q2 | $5.6M | Sell |
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|
2023
Q1 | $5.62M | Sell |
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|
2022
Q4 | $4.5M | Buy |
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|
2022
Q3 | $4.77M | Buy |
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|
2021
Q2 | $4.72M | Buy |
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|
2021
Q1 | $4.2M | Buy |
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|
2020
Q3 | $3.44M | Sell |
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|
2020
Q2 | $3.44M | Sell |
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|
2020
Q1 | $2.52M | Buy |
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|
2019
Q4 | $2.83M | Buy |
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|
2019
Q3 | $1.84M | Sell |
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|
2019
Q2 | $1.63M | Sell |
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|
2019
Q1 | $1.62M | Sell |
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|
2018
Q4 | $2.38M | Buy |
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|
2018
Q3 | $3.4M | Buy |
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|
2018
Q2 | $2.76M | Sell |
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|
2018
Q1 | $2.52M | Buy |
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