ForthRight 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
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|
2025
Q1 | $2.2M | Sell |
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|
2024
Q4 | $2.54M | Buy |
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|
2024
Q3 | $2.36M | Sell |
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|
2024
Q2 | $2.17M | Sell |
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|
2024
Q1 | $1.88M | Sell |
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|
2023
Q4 | $2.14M | Buy |
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|
2023
Q3 | $1.89M | Sell |
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|
2023
Q2 | $2.29M | Sell |
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|
2023
Q1 | $2.1M | Buy |
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|
2022
Q4 | $1.13M | Sell |
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $944K | Buy |
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|
2022
Q1 | $1.2M | Sell |
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|
2021
Q4 | $1.22M | Sell |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $977K | Sell |
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|
2021
Q1 | $881K | Buy |
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|
2020
Q4 | $933K | Buy |
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