Essex Financial Services’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 | $67.3M | Buy |
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|
2025
Q1 | $71.8M | Sell |
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|
2024
Q4 | $82.9M | Buy |
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|
2024
Q3 | $76.1M | Sell |
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|
2024
Q2 | $73.4M | Buy |
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|
2024
Q1 | $48.3M | Buy |
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|
2023
Q4 | $52.8M | Sell |
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|
2023
Q3 | $47.4M | Sell |
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|
2023
Q2 | $55M | Sell |
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|
2023
Q1 | $49.2M | Buy |
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|
2022
Q4 | $38.1M | Buy |
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|
2022
Q3 | $40.5M | Buy |
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|
2022
Q2 | $39.6M | Sell |
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|
2022
Q1 | $50.6M | Sell |
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|
2021
Q4 | $55.1M | Buy |
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|
2021
Q3 | $41.8M | Buy |
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|
2021
Q2 | $29.4M | Hold |
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|
2021
Q1 | $29.4M | Buy |
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|
2020
Q4 | $30.9M | Buy |
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|
2020
Q3 | $25.6M | Buy |
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|
2020
Q2 | $19.3M | Sell |
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|
2020
Q1 | $15.2M | Buy |
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|
2019
Q4 | $17.4M | Buy |
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|
2019
Q3 | $12.7M | Sell |
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|
2019
Q2 | $12M | Sell |
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|
2019
Q1 | $11.9M | Sell |
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|
2018
Q4 | $12.2M | Sell |
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|
2018
Q3 | $21.3M | Sell |
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|
2018
Q2 | $18.1M | Buy |
|
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|
2018
Q1 | $16.2M | Buy |
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|
2017
Q4 | $16.3M | Sell |
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|
2017
Q3 | $14.9M | Buy |
|
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|
2017
Q2 | $13.9M | Buy |
|
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|
2017
Q1 | $13M | Sell |
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|
2016
Q4 | $12.2M | Buy |
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|
2016
Q3 | $10.7M | Sell |
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|
2016
Q2 | $9.27M | Sell |
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|
2016
Q1 | $10.9M | Sell |
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|
2015
Q4 | $10.7M | Buy |
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|
2015
Q3 | $10.8M | Sell |
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|
2015
Q2 | $12.3M | Buy |
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|
2015
Q1 | $11.5M | Buy |
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|
2014
Q4 | $9.64M | Buy |
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|
2014
Q3 | $8.14M | Sell |
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|
2014
Q2 | $7.7M | Buy |
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|
2014
Q1 | $5.92M | Buy |
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|
2013
Q4 | $5.78M | Buy |
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|
2013
Q3 | $4.79K | Sell |
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|
2013
Q2 | $4.34M | Buy |
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