Forum Private Client Group’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 | $687K | Sell |
|
|||||
|
2025
Q1 | $747K | Sell |
|
|||||
|
2024
Q4 | $842K | Buy |
|
|||||
|
2024
Q3 | $622K | Sell |
|
|||||
|
2024
Q2 | $566K | Sell |
|
|||||
|
2024
Q1 | $463K | Sell |
|
|||||
|
2023
Q4 | $530K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $477K | Buy |
|
|||||
|
2023
Q1 | $398K | Sell |
|
|||||
|
2022
Q4 | $349K | Buy |
|
|||||
|
2022
Q3 | $371K | Buy |
|
|||||
|
2022
Q2 | $352K | Buy |
|
|||||
|
2022
Q1 | $354K | Buy |
|