Forum Financial 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 | $64M | Sell |
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|
2025
Q1 | $70.3M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $70.9M | Sell |
|
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|
2024
Q2 | $64.8M | Sell |
|
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|
2024
Q1 | $53.3M | Sell |
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|
2023
Q4 | $60.7M | Buy |
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|
2023
Q3 | $50.5M | Sell |
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|
2023
Q2 | $58.5M | Sell |
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|
2023
Q1 | $53M | Buy |
|
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|
2022
Q4 | $39.7M | Buy |
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|
2022
Q3 | $41.9M | Sell |
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|
2022
Q2 | $41.9M | Sell |
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|
2022
Q1 | $54.4M | Buy |
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|
2021
Q4 | $54M | Buy |
|