Johnson & White 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 | $5.33M | Sell |
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2025
Q2 | $4.3M | Sell |
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2025
Q1 | $4.68M | Sell |
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2024
Q4 | $5.14M | Sell |
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2024
Q3 | $4.94M | Buy |
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2024
Q2 | $4.43M | Buy |
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2024
Q1 | $3.41M | Sell |
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2023
Q4 | $3.83M | Sell |
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2023
Q3 | $3.42M | Buy |
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2023
Q2 | – | Sell |
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2023
Q1 | $3.35M | Buy |
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2022
Q4 | – | Sell |
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2022
Q3 | $2.73M | Buy |
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