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	46,671 -2,166	-4%	-$404K	2.52%	8
2024 Q1	$9.4M	Hold	48,837	–	–	2.64%	8
2023 Q4	$9.4M	Sell	48,837 -2,135	-4%	-$394K	2.64%	8
2023 Q3	$8.73M	Sell	50,972 -348	-0.7%	-$63.8K	2.71%	6
2023 Q2	$9.95M	Sell	51,320 -630	-1%	-$110K	2.95%	6
2023 Q1	$8.57M	Buy	51,950 +1,118	+2%	+$165K	2.64%	8
2022 Q4	$6.6M	Sell	50,832 -16	-0%	-$2.29K	2.21%	10
2022 Q3	$7.03M	Buy	50,848 +1,130	+2%	+$177K	3.03%	5
2022 Q2	$6.8M	Buy	49,718 +488	+1%	+$73.9K	3.11%	6
2022 Q1	$8.6M	Buy	49,230 +2,186	+5%	+$368K	3.57%	6
2021 Q4	$8.35M	Sell	47,044 -4,137	-8%	-$654K	3.79%	6
2021 Q3	$7.24M	Buy	51,181 +606	+1%	+$89.2K	3.97%	5
2021 Q2	$6.93M	Buy	50,575 +1,090	+2%	+$141K	3.98%	5
2021 Q1	$6.04M	Buy	49,485 +1,551	+3%	+$199K	3.97%	5
2020 Q4	$6.36M	Buy	+47,934	New	+$5.77M	4.51%	5