Heirloom 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 | $9.34M | Buy |
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|
2025
Q1 | $10.1M | Buy |
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|
2024
Q4 | $11M | Buy |
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|
2024
Q3 | $9.62M | Buy |
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|
2024
Q2 | $8.54M | Buy |
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|
2024
Q1 | $6.72M | Sell |
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|
2023
Q4 | $7.75M | Buy |
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|
2023
Q3 | $6.72M | Sell |
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|
2023
Q2 | $7.81M | Buy |
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|
2023
Q1 | $6.37M | Buy |
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|
2022
Q4 | $4.47M | Buy |
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|
2022
Q2 | $607K | Buy |
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|
2022
Q1 | $278K | Buy |
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|
2021
Q4 | $266K | Buy |
|