EPG 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 | $11M | Sell |
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|
2025
Q1 | $15.9M | Sell |
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|
2024
Q4 | $20.5M | Sell |
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|
2024
Q3 | $20.4M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $16.5M | Sell |
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|
2023
Q4 | $17.9M | Sell |
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|
2023
Q3 | $16.8M | Buy |
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|
2023
Q2 | $18.5M | Buy |
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|
2023
Q1 | $15.7M | Buy |
|
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|
2022
Q4 | $11.7M | Sell |
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|
2022
Q3 | $12.7M | Buy |
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|
2022
Q2 | $12.4M | Sell |
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|
2022
Q1 | $16.6M | Buy |
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|
2021
Q4 | $16.2M | Buy |
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|
2021
Q3 | $12.2M | Buy |
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|
2021
Q2 | $11M | Buy |
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|
2021
Q1 | $9.6M | Sell |
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|
2020
Q4 | $10.4M | Buy |
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|
2020
Q3 | $8.88M | Sell |
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|
2020
Q2 | $7.49M | Sell |
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|
2020
Q1 | $5.51M | Buy |
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|
2019
Q4 | $5.44M | Buy |
|