Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $241K | Buy |
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|
2022
Q4 | $185K | Buy |
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|
2022
Q3 | $209K | Sell |
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|
2022
Q2 | $224K | Buy |
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|
2022
Q1 | $179K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $300K | Sell |
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|
2020
Q3 | $266K | Sell |
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|
2020
Q2 | $280K | Buy |
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|
2020
Q1 | $193K | Buy |
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|
2019
Q4 | $202K | Sell |
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|
2019
Q3 | $248K | Sell |
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|
2019
Q2 | $220K | Sell |
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|
2019
Q1 | $529K | Buy |
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|
2018
Q4 | $393K | Buy |
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|
2018
Q3 | $458K | Hold |
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|
2018
Q2 | $376K | Sell |
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|
2018
Q1 | $347K | Sell |
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|
2017
Q4 | $355K | Buy |
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