Levy Wealth Management Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $9.83M | Sell |
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|
2024
Q1 | $9.4M | Hold |
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|
2023
Q4 | $9.4M | Sell |
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|
2023
Q3 | $8.73M | Sell |
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|
2023
Q2 | $9.95M | Sell |
|
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|
2023
Q1 | $8.57M | Buy |
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|
2022
Q4 | $6.6M | Sell |
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|
2022
Q3 | $7.03M | Buy |
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|
2022
Q2 | $6.8M | Buy |
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|
2022
Q1 | $8.6M | Buy |
|
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|
2021
Q4 | $8.35M | Sell |
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|
2021
Q3 | $7.24M | Buy |
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|
2021
Q2 | $6.93M | Buy |
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|
2021
Q1 | $6.04M | Buy |
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|
2020
Q4 | $6.36M | Buy |
|