Icon Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $9.86M | Sell |
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|
2023
Q2 | $14.4M | Sell |
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|
2023
Q1 | $12.9M | Buy |
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|
2022
Q2 | $11.1M | Sell |
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|
2022
Q1 | $15.3M | Buy |
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|
2021
Q4 | $12.1M | Sell |
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|
2021
Q3 | $13.9M | Sell |
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|
2021
Q2 | $14M | Sell |
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|
2021
Q1 | $12.7M | Buy |
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|
2020
Q4 | $8.49M | Buy |
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|
2020
Q3 | $6.95M | Buy |
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|
2020
Q2 | $4.68M | Buy |
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|
2020
Q1 | $1.81M | Sell |
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|
2019
Q4 | $2.26M | Sell |
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|
2019
Q3 | $1.72M | Buy |
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|
2019
Q2 | $1.38M | Buy |
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|
2019
Q1 | $1.24M | Buy |
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|
2018
Q4 | $817K | Sell |
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|
2018
Q3 | $1.6M | Buy |
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|
2018
Q2 | $1.13M | Sell |
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|
2018
Q1 | $1.15M | Sell |
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|
2017
Q4 | $1.32M | Buy |
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