Madison Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.26M | Buy |
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|
2025
Q1 | $8.93M | Buy |
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|
2024
Q4 | $10M | Sell |
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|
2024
Q3 | $9.37M | Buy |
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|
2024
Q2 | $7.38M | Sell |
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|
2024
Q1 | $6.05M | Sell |
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|
2023
Q4 | $6.82M | Buy |
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|
2023
Q3 | $5.07M | Buy |
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|
2023
Q2 | $5.54M | Sell |
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|
2023
Q1 | $4.72M | Sell |
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|
2022
Q4 | $3.85M | Buy |
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|
2022
Q3 | $3.95M | Sell |
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|
2022
Q2 | $4.1M | Buy |
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|
2022
Q1 | $5.24M | Buy |
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|
2021
Q4 | $5.25M | Buy |
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|
2021
Q3 | $4.03M | Buy |
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|
2021
Q2 | $3.77M | Buy |
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|
2021
Q1 | $2.91M | Hold |
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|
2020
Q4 | $2.91M | Buy |
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