Independent Family Office’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 | $1.61M | Buy |
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|
2025
Q1 | $1.4M | Hold |
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|
2024
Q4 | $1.53M | Sell |
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|
2024
Q3 | $1.56M | Buy |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.12M | Buy |
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|
2023
Q4 | $1.21M | Buy |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $1.06M | Hold |
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|
2023
Q1 | $900K | Hold |
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|
2022
Q4 | $709K | Sell |
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|
2022
Q3 | $755K | Sell |
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|
2022
Q2 | $785 | Buy |
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|
2022
Q1 | $953K | Sell |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $703K | Sell |
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|
2021
Q2 | $781K | Buy |
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|
2021
Q1 | $697K | Sell |
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|
2020
Q4 | $757K | Buy |
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|
2020
Q3 | $618K | Sell |
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|
2020
Q2 | $524K | Buy |
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|
2020
Q1 | $355K | Buy |
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|
2019
Q4 | $380K | Buy |
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