Exencial 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
Q3 | $121M | Sell |
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|
2025
Q2 | $98.5M | Sell |
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|
2025
Q1 | $111M | Buy |
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|
2024
Q4 | $122M | Sell |
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|
2024
Q3 | $114M | Sell |
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|
2024
Q2 | $108M | Sell |
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|
2024
Q1 | $93.5M | Sell |
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|
2023
Q4 | $106M | Buy |
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|
2023
Q3 | $85.4M | Sell |
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|
2023
Q2 | $97.6M | Buy |
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|
2023
Q1 | $78.3M | Sell |
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|
2022
Q4 | $62M | Buy |
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|
2022
Q3 | $63.3M | Buy |
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|
2022
Q2 | $62.2M | Buy |
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|
2022
Q1 | $78.2M | Sell |
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|
2021
Q4 | $80.1M | Sell |
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|
2021
Q3 | $79.1M | Buy |
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|
2021
Q2 | $51.2M | Sell |
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|
2021
Q1 | $56.8M | Buy |
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|
2020
Q4 | $58.8M | Sell |
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|
2020
Q3 | $72M | Buy |
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|
2020
Q2 | $47.5M | Buy |
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|
2020
Q1 | $16.3M | Sell |
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|
2019
Q4 | $18.8M | Sell |
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|
2019
Q3 | $14.5M | Sell |
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|
2019
Q2 | $13.7M | Sell |
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|
2019
Q1 | $13.4M | Sell |
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|
2018
Q4 | $11.4M | Sell |
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|
2018
Q3 | $16.3M | Buy |
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|
2018
Q2 | $12.7M | Buy |
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|
2018
Q1 | $11.3M | Sell |
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|
2017
Q4 | $12M | Buy |
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|
2017
Q3 | $10.7M | Buy |
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|
2017
Q2 | $9.53M | Sell |
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|
2017
Q1 | $9.52M | Sell |
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|
2016
Q4 | $9.42M | Sell |
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|
2016
Q3 | $9.31M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $7.52M | Buy |
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|
2015
Q4 | $6.45M | Buy |
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|
2015
Q3 | $7.14M | Sell |
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|
2015
Q2 | $8.3M | Sell |
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|
2015
Q1 | $9M | Sell |
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|
2014
Q4 | $8.11M | Sell |
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|
2014
Q3 | $7.47M | Sell |
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|
2014
Q2 | $7.13M | Sell |
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|
2014
Q1 | $5.87M | Buy |
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|
2013
Q4 | $6.16M | Sell |
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|
2013
Q3 | $5.98M | Buy |
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|
2013
Q2 | $5.54M | Buy |
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