Financial Synergies 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 | $5.27M | Sell |
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|
2025
Q2 | $4.46M | Buy |
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|
2025
Q1 | $4.61M | Sell |
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|
2024
Q4 | $5.2M | Buy |
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|
2024
Q3 | $4.31M | Buy |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $914K | Sell |
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|
2023
Q4 | $967K | Buy |
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|
2023
Q3 | $978K | Buy |
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|
2023
Q2 | $639K | Sell |
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|
2023
Q1 | $545K | Sell |
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|
2022
Q4 | $967K | Buy |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $952K | Sell |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $719K | Buy |
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|
2021
Q2 | $619K | Sell |
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|
2021
Q1 | $591K | Buy |
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|
2020
Q4 | $522K | Sell |
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|
2020
Q3 | $461K | Sell |
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|
2020
Q2 | $703K | Buy |
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|
2020
Q1 | $370K | Buy |
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|
2019
Q4 | $321K | Buy |
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