Essex Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.4M | Sell |
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|
2024
Q2 | $1.35M | Buy |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.24M | Sell |
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|
2023
Q1 | $1.26M | Buy |
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|
2022
Q4 | $985K | Sell |
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|
2022
Q3 | $1.06M | Hold |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $3.11M | Buy |
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|
2021
Q3 | $2.48M | Sell |
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|
2021
Q2 | $2.52M | Buy |
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|
2021
Q1 | $2.25M | Sell |
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|
2020
Q4 | $2.45M | Buy |
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|
2020
Q3 | $2.1M | Sell |
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|
2020
Q2 | $1.78M | Buy |
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|
2020
Q1 | $1.23M | Buy |
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|
2019
Q4 | $1.29M | Buy |
|