Endowment 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 | $1.13M | Buy |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $974K | Sell |
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|
2024
Q1 | $831K | Sell |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $1.11M | Buy |
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|
2023
Q2 | $1.22M | Buy |
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|
2023
Q1 | $1.03M | Buy |
|
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|
2022
Q4 | $735K | Buy |
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|
2022
Q3 | $775K | Buy |
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|
2022
Q2 | $461K | Buy |
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|
2022
Q1 | $584K | Buy |
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|
2021
Q4 | $540K | Buy |
|