Marks Group 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
Q2
$20.9M Sell
2025
Q1
$22.8M Buy
2024
Q4
$25.7M Sell
2024
Q3
$24.1M Sell
2024
Q2
$21.9M Buy
2024
Q1
$17.9M Buy
2023
Q4
$19.7M Buy
2023
Q3
$16.7M Sell
2023
Q2
$19M Buy
2023
Q1
$11.7M Sell
2022
Q4
$10.8M Buy
2022
Q3
$8.17M Sell
2022
Q2
$8.1M Buy
2022
Q1
$10.3M Buy
2021
Q4
$9.83M Buy
2021
Q3
$7.73M Buy
2021
Q2
$5.18M Sell
2021
Q1
$4.67M Sell
2020
Q4
$5.63M Sell
2020
Q3
$4.92M Sell
2020
Q2
$6.66M Buy
2020
Q1
$1.2M Buy
2019
Q4
$1.37M Buy