Marotta Asset 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 | $1.96M | Buy |
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|
2025
Q2 | $1.55M | Sell |
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|
2025
Q1 | $1.98M | Buy |
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|
2024
Q4 | $2.01M | Sell |
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|
2024
Q3 | $1.98M | Sell |
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|
2024
Q2 | $1.85M | Buy |
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|
2024
Q1 | $1.43M | Sell |
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|
2023
Q4 | $1.61M | Sell |
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|
2023
Q3 | $1.62M | Sell |
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|
2023
Q2 | $1.84M | Buy |
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|
2022
Q4 | $1.25M | Sell |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $1.05M | Sell |
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|
2022
Q1 | $1.5M | Buy |
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|
2021
Q4 | $1.63M | Sell |
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|
2021
Q3 | $1.3M | Sell |
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|
2021
Q2 | $998K | Sell |
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|
2021
Q1 | $669K | Buy |
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|
2020
Q4 | $1.12M | Buy |
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|
2020
Q3 | $968K | Sell |
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|
2020
Q2 | $651K | Sell |
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|
2020
Q1 | $600K | Sell |
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|
2019
Q4 | $836K | Buy |
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