Martel Wealth Advisors’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 | $511K | Sell |
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|
2025
Q2 | $563K | Buy |
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|
2025
Q1 | $609K | Hold |
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|
2024
Q4 | $687K | Sell |
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|
2024
Q3 | $641K | Sell |
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|
2024
Q2 | $655K | Sell |
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|
2024
Q1 | $567K | Sell |
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|
2023
Q4 | $643K | Buy |
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|
2023
Q3 | $483K | Buy |
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|
2023
Q2 | $393K | Buy |
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|
2023
Q1 | $314K | Sell |
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|
2022
Q4 | $297K | Hold |
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|
2022
Q3 | $316K | Hold |
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|
2022
Q2 | $312K | Buy |
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|
2022
Q1 | $388K | Buy |
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|
2021
Q4 | $383K | Sell |
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|
2021
Q3 | $323K | Hold |
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|
2021
Q2 | $312K | Sell |
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|
2021
Q1 | $288K | Sell |
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|
2020
Q4 | $331K | Buy |
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