Leverty Financial Group’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
$439K Sell
2025
Q2
$418K Sell
2025
Q1
$476K Sell
2024
Q4
$568K Sell
2024
Q3
$610K Sell
2024
Q2
$601K Sell
2024
Q1
$729K Sell
2023
Q4
$853K Buy
2023
Q3
$741K Hold
2023
Q2
$840K Buy
2023
Q1
$696K Sell
2022
Q4
$557K Buy
2022
Q3
$449K Hold
2022
Q2
$444K Hold
2022
Q1
$568K Buy
2021
Q4
$142K Buy