Glassman Wealth Services’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $31.1M | Sell |
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|
2023
Q3 | $27.9M | Buy |
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|
2023
Q2 | $28.9M | Buy |
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|
2023
Q1 | $24.5M | Sell |
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|
2022
Q4 | $21.3M | Buy |
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|
2022
Q3 | $22.6M | Buy |
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|
2022
Q2 | $22.2M | Sell |
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|
2022
Q1 | $28.7M | Buy |
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|
2021
Q4 | $26M | Sell |
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|
2021
Q3 | $21.9M | Buy |
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|
2021
Q2 | $21.1M | Sell |
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|
2021
Q1 | $32M | Sell |
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|
2020
Q4 | $35M | Buy |
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|
2020
Q3 | $30.2M | Sell |
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|
2020
Q2 | $24.6M | Buy |
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|
2020
Q1 | $16.7M | Buy |
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|
2019
Q4 | $17.5M | Sell |
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|
2019
Q3 | $13.9M | Sell |
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|
2019
Q2 | $12.4M | Buy |
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|
2019
Q1 | $11.4M | Buy |
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|
2018
Q4 | $9.16M | Buy |
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|
2018
Q3 | $13.1M | Buy |
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|
2018
Q2 | $10.2M | Buy |
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|
2018
Q1 | $5.13M | Buy |
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|
2017
Q4 | $4.91M | Buy |
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|
2017
Q3 | $4.21M | Sell |
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|
2017
Q2 | $3.94M | Sell |
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|
2017
Q1 | $3.97M | Sell |
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|
2016
Q4 | $3.25M | Buy |
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|
2016
Q3 | $3.02M | Buy |
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|
2016
Q2 | $2.52M | Buy |
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|
2016
Q1 | $2.58M | Sell |
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|
2015
Q4 | $2.59M | Buy |
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|
2015
Q3 | $2.67M | Buy |
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|
2015
Q2 | $3M | Sell |
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|
2015
Q1 | $3.34M | Buy |
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|
2014
Q4 | $2.88M | Buy |
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