Financial Perspectives’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 | $13.3M | Buy |
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|
2025
Q1 | $14.2M | Sell |
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|
2024
Q4 | $16.2M | Buy |
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|
2024
Q3 | $14.9M | Buy |
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|
2024
Q2 | $13.4M | Sell |
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|
2024
Q1 | $11M | Sell |
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|
2023
Q4 | $12.6M | Sell |
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|
2023
Q3 | $11.2M | Sell |
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|
2023
Q2 | $12.7M | Buy |
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|
2023
Q1 | $10.7M | Buy |
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|
2022
Q4 | $8.4M | Sell |
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|
2022
Q3 | $8.95M | Buy |
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|
2022
Q2 | $8.68M | Buy |
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|
2022
Q1 | $11.1M | Buy |
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|
2021
Q4 | $11.2M | Buy |
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|
2021
Q3 | $8.96M | Buy |
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|
2021
Q2 | $8.43M | Sell |
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|
2021
Q1 | $61.5M | Buy |
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|
2020
Q4 | $8.23M | Buy |
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|
2020
Q3 | $6.98M | Sell |
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|
2020
Q2 | $5.73M | Sell |
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|
2020
Q1 | $4.34M | Buy |
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|
2019
Q4 | $4.45M | Buy |
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