LifeSteps Financial’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 | $7.83M | Sell |
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|
2025
Q2 | $6.52M | Buy |
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|
2025
Q1 | $6.93M | Sell |
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|
2024
Q4 | $8.58M | Buy |
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|
2024
Q3 | $7.68M | Buy |
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|
2024
Q2 | $6.94M | Sell |
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|
2024
Q1 | $5.81M | Sell |
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|
2023
Q4 | $6.9M | Buy |
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|
2023
Q3 | $6.12M | Sell |
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|
2023
Q2 | $6.96M | Buy |
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|
2023
Q1 | $5.91M | Sell |
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|
2022
Q4 | $4.94M | Sell |
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|
2022
Q3 | $5.44M | Buy |
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|
2022
Q2 | $5.21M | Sell |
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|
2022
Q1 | $6.95M | Buy |
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|
2021
Q4 | $6.78M | Sell |
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|
2021
Q3 | $5.75M | Sell |
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|
2021
Q2 | $5.65M | Sell |
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|
2021
Q1 | $7.94M | Buy |
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|
2020
Q4 | $6.87M | Buy |
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|
2020
Q3 | $5.98M | Buy |
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|
2020
Q2 | $4.39M | Buy |
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|
2020
Q1 | $2.97M | Buy |
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|
2019
Q4 | $3.29M | Buy |
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