Mattern 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 | $15.2M | Sell |
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|
2025
Q1 | $20.4M | Sell |
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|
2024
Q4 | $25.7M | Sell |
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|
2024
Q3 | $25.6M | Buy |
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|
2024
Q2 | $23.1M | Sell |
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|
2024
Q1 | $19.8M | Sell |
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|
2023
Q4 | $22.4M | Buy |
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|
2023
Q3 | $19.1M | Buy |
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|
2023
Q2 | $19.5M | Buy |
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|
2023
Q1 | $15.8M | Buy |
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|
2022
Q4 | $12.3M | Buy |
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|
2022
Q3 | $11.5M | Buy |
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|
2022
Q2 | $11.3M | Buy |
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|
2022
Q1 | $14.4M | Sell |
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|
2021
Q4 | $15M | Buy |
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|
2021
Q3 | $11.9M | Buy |
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|
2021
Q2 | $12.3M | Sell |
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|
2021
Q1 | $10.4M | Sell |
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|
2020
Q4 | $11.4M | Buy |
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|
2020
Q3 | $9.51M | Buy |
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|
2020
Q2 | $7.4M | Buy |
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|
2020
Q1 | $5.06M | Sell |
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|
2019
Q4 | $6.1M | Buy |
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