J.P. Morgan Private Wealth Advisors’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 | $1.45B | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.84B | Sell |
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|
2022
Q4 | $1.47B | Buy |
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|
2022
Q3 | $1.55B | Buy |
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|
2022
Q2 | $1.49B | Buy |
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|
2022
Q1 | $1.89B | Buy |
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|
2021
Q4 | $1.88B | Buy |
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|
2021
Q3 | $1.47B | Buy |
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|
2021
Q2 | $1.38B | Buy |
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|
2021
Q1 | $1.14B | Sell |
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|
2020
Q4 | $1.44B | Buy |
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|
2020
Q3 | $1.25B | Sell |
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|
2020
Q2 | $1B | Sell |
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|
2020
Q1 | $701M | Buy |
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|
2019
Q4 | $806M | Buy |
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|
2019
Q3 | $571M | Buy |
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|
2019
Q2 | $497M | Sell |
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|
2019
Q1 | $525M | Buy |
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|
2018
Q4 | $417M | Buy |
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|
2018
Q3 | $580M | Buy |
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|
2018
Q2 | $466M | Buy |
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|
2018
Q1 | $418M | Buy |
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|
2017
Q4 | $408M | Sell |
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|
2017
Q3 | $373M | Buy |
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|
2017
Q2 | $345M | Buy |
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|
2017
Q1 | $341M | Sell |
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|
2016
Q4 | $286M | Buy |
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|
2016
Q3 | $277M | Sell |
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|
2016
Q2 | $237M | Sell |
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|
2016
Q1 | $511M | Buy |
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|
2015
Q4 | $340M | Sell |
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|
2015
Q3 | $383M | Buy |
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|
2015
Q2 | $367M | Buy |
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|
2015
Q1 | $363M | Buy |
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|
2014
Q4 | $317M | Buy |
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|
2014
Q3 | $287M | Buy |
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|
2014
Q2 | $152M | Sell |
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|
2014
Q1 | $128M | Buy |
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|
2013
Q4 | $127M | Buy |
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|
2013
Q3 | $98.6M | Buy |
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|
2013
Q2 | $79.4M | Buy |
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