J.W. Cole Advisors’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 | $252M | Buy |
|
|||||
|
2025
Q1 | $211M | Buy |
|
|||||
|
2024
Q4 | $141M | Sell |
|
|||||
|
2024
Q3 | $132M | Buy |
|
|||||
|
2024
Q2 | $118M | Sell |
|
|||||
|
2024
Q1 | $97.6M | Buy |
|
|||||
|
2023
Q4 | $107M | Buy |
|
|||||
|
2023
Q3 | $88.6M | Buy |
|
|||||
|
2023
Q2 | $99.5M | Sell |
|
|||||
|
2023
Q1 | $90.6M | Sell |
|
|||||
|
2022
Q4 | $73.1M | Buy |
|
|||||
|
2022
Q3 | $75.5M | Buy |
|
|||||
|
2022
Q2 | $74.4M | Buy |
|
|||||
|
2022
Q1 | $92.8M | Sell |
|
|||||
|
2021
Q4 | $95.5M | Sell |
|
|||||
|
2021
Q3 | $76.2M | Buy |
|
|||||
|
2021
Q2 | $65.9M | Buy |
|
|||||
|
2021
Q1 | $53.8M | Buy |
|
|||||
|
2020
Q4 | $55.5M | Sell |
|
|||||
|
2020
Q3 | $106M | Buy |
|
|||||
|
2020
Q2 | $33.2M | Buy |
|
|||||
|
2020
Q1 | $3.37M | Sell |
|
|||||
|
2019
Q4 | $25.6M | Buy |
|