Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $22.3M | Buy |
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|
2024
Q3 | $19.5M | Sell |
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|
2024
Q2 | $18M | Sell |
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|
2024
Q1 | $15.5M | Buy |
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|
2023
Q4 | $17.2M | Sell |
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|
2023
Q3 | $15.8M | Sell |
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|
2023
Q2 | $19.2M | Sell |
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|
2023
Q1 | $16.4M | Buy |
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|
2022
Q4 | $12.7M | Sell |
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|
2022
Q3 | $13.7M | Buy |
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|
2022
Q2 | $13M | Buy |
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|
2022
Q1 | $15.8M | Buy |
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|
2021
Q4 | $15M | Buy |
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|
2021
Q3 | $11.9M | Sell |
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|
2021
Q2 | $11.5M | Buy |
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|
2021
Q1 | $7.81M | Sell |
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|
2020
Q4 | $10.2M | Sell |
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|
2020
Q3 | $9.1M | Sell |
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|
2020
Q2 | $8.49M | Sell |
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|
2020
Q1 | $6.76M | Sell |
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|
2019
Q4 | $7.95M | Sell |
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|
2019
Q3 | $6.08M | Sell |
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|
2019
Q2 | $57K | Sell |
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|
2019
Q1 | $6.25M | Buy |
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|
2018
Q4 | $4.71M | Sell |
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|
2018
Q3 | $7.2M | Buy |
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|
2018
Q2 | $5.66M | Sell |
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|
2018
Q1 | $5.26M | Buy |
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|
2017
Q4 | $5.22M | Sell |
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|
2017
Q3 | $4.78M | Buy |
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|
2017
Q2 | $1.78M | Buy |
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|
2017
Q1 | $1.74M | Buy |
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|
2016
Q4 | $1.18M | Sell |
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|
2016
Q3 | $4.75M | Sell |
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|
2016
Q2 | $4.15M | Buy |
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|
2016
Q1 | $1.76M | Buy |
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|
2015
Q4 | $1.7M | Sell |
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|
2015
Q3 | $1.85M | Buy |
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|
2015
Q2 | $2.17M | Buy |
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|
2015
Q1 | $2M | Buy |
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|
2014
Q4 | $1.71M | Buy |
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|
2014
Q3 | $1.71M | Buy |
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|
2014
Q2 | $1.32M | Sell |
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|
2014
Q1 | $1.25M | Sell |
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|
2013
Q4 | $1.3M | Buy |
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