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
2025
Q2
$4.3M Sell
2025
Q1
$4.68M Sell
2024
Q4
$5.14M Sell
2024
Q3
$4.94M Buy
2024
Q2
$4.43M Buy
2024
Q1
$3.41M Sell
2023
Q4
$3.83M Sell
2023
Q3
$3.42M Buy
2023
Q2
Sell
2023
Q1
$3.35M Buy
2022
Q4
Sell
2022
Q3
$2.73M Buy