Jeppson 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
Q3 | $24.8M | Sell |
|
|||||
|
2025
Q2 | $20.1M | Sell |
|
|||||
|
2025
Q1 | $21.9M | Sell |
|
|||||
|
2024
Q4 | $24.9M | Sell |
|
|||||
|
2024
Q3 | $23.3M | Sell |
|
|||||
|
2024
Q2 | $21.1M | Sell |
|
|||||
|
2024
Q1 | $17.3M | Sell |
|
|||||
|
2023
Q4 | $19.5M | Sell |
|
|||||
|
2023
Q3 | $17.5M | Sell |
|
|||||
|
2023
Q2 | $20.4M | Sell |
|
|||||
|
2023
Q1 | $17.8M | Sell |
|
|||||
|
2022
Q4 | $14.4M | Buy |
|
|||||
|
2022
Q3 | $15.3M | Sell |
|
|||||
|
2022
Q2 | $15.2M | Buy |
|
|||||
|
2022
Q1 | $17.5M | Sell |
|
|||||
|
2021
Q4 | $17.8M | Sell |
|
|||||
|
2021
Q3 | $14.4M | Sell |
|
|||||
|
2021
Q2 | $14M | Sell |
|
|||||
|
2021
Q1 | $12.6M | Sell |
|
|||||
|
2020
Q4 | $13.8M | Sell |
|
|||||
|
2020
Q3 | $12.2M | Buy |
|