ERTS Wealth Advisors’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 | $289K | Sell |
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|
2025
Q1 | $4.18M | Sell |
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|
2024
Q4 | $5.13M | Sell |
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|
2024
Q3 | $4.84M | Sell |
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|
2024
Q2 | $4.4M | Sell |
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|
2024
Q1 | $3.7M | Sell |
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|
2023
Q4 | $4.46M | Sell |
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|
2023
Q3 | $4.09M | Buy |
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|
2023
Q2 | $4.56M | Sell |
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|
2023
Q1 | $4.16M | Sell |
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|
2022
Q4 | $3.57M | Buy |
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|
2022
Q3 | $3.66M | Buy |
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|
2022
Q2 | $3.61M | Sell |
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|
2022
Q1 | $4.64M | Sell |
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|
2021
Q4 | $5.01M | Sell |
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|
2021
Q3 | $4.11M | Sell |
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|
2021
Q2 | $4.01M | Buy |
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|
2021
Q1 | $3.54M | Sell |
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|
2020
Q4 | $4.15M | Sell |
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|
2020
Q3 | $4.03M | Buy |
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|
2020
Q2 | $2.86M | Sell |
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|
2020
Q1 | $2.19M | Sell |
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|
2019
Q4 | $2.64M | Sell |
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|
2019
Q3 | $2.02M | Sell |
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|
2019
Q2 | $1.81M | Sell |
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|
2019
Q1 | $1.76M | Buy |
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|
2018
Q4 | $1.23M | Buy |
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