Fermata 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 | $13.6M | Sell |
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|
2025
Q2 | $11.7M | Sell |
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|
2025
Q1 | $16.8M | Buy |
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|
2024
Q4 | $16.4M | Sell |
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|
2024
Q3 | $16.2M | Buy |
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|
2024
Q2 | $14.3M | Sell |
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|
2024
Q1 | $12.3M | Sell |
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|
2023
Q4 | $15.2M | Sell |
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|
2023
Q3 | $13.9M | Buy |
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|
2023
Q2 | $2.11M | Sell |
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|
2023
Q1 | $12M | Sell |
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|
2022
Q4 | $9.69M | Buy |
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|
2022
Q3 | $10M | Sell |
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|
2022
Q2 | $10M | Buy |
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|
2022
Q1 | $5.64M | Sell |
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|
2021
Q4 | $5.77M | Buy |
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|
2021
Q3 | $4.53M | Buy |
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|
2021
Q2 | $2.52M | Buy |
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|
2021
Q1 | $1.85M | Buy |
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