Litman Gregory 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 | $29.7M | Sell |
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|
2025
Q2 | $25.6M | Sell |
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|
2025
Q1 | $28M | Sell |
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|
2024
Q4 | $32.4M | Sell |
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|
2024
Q3 | $31.6M | Sell |
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|
2024
Q2 | $29.3M | Sell |
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|
2024
Q1 | $25.4M | Buy |
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|
2023
Q4 | $28.3M | Sell |
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|
2023
Q3 | $26.3M | Buy |
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|
2023
Q2 | $745K | Sell |
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|
2023
Q1 | $9.53M | Buy |
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|
2022
Q4 | $957K | Sell |
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|
2022
Q3 | $1.03M | Sell |
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|
2022
Q2 | $3.47M | Buy |
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|
2022
Q1 | $4.38M | Buy |
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|
2021
Q4 | $3.74M | Sell |
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|
2021
Q3 | $3.06M | Buy |
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|
2021
Q2 | $3.18K | Sell |
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|
2021
Q1 | $2.56M | Buy |
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|
2020
Q4 | $2.75M | Buy |
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|
2020
Q3 | $2.28M | Hold |
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|
2020
Q2 | $1.8M | Buy |
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|
2020
Q1 | $1.25M | Buy |
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|
2019
Q4 | $1.4M | Sell |
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|
2019
Q3 | $1.09M | Sell |
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|
2019
Q2 | $992K | Buy |
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|
2019
Q1 | $899K | Sell |
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|
2018
Q4 | $827K | Buy |
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|
2018
Q3 | $36K | Hold |
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|
2018
Q2 | $29K | Sell |
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|
2018
Q1 | $173K | Buy |
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|
2017
Q4 | $27 | Hold |
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|
2017
Q3 | $24K | Hold |
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|
2017
Q2 | $23K | Hold |
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|
2017
Q1 | $23K | Hold |
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|
2016
Q4 | $18K | Hold |
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|
2016
Q3 | $18K | Hold |
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|
2016
Q2 | $15K | Hold |
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|
2016
Q1 | $17K | Buy |
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