Modera 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 | $177M | Buy |
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|
2025
Q1 | $191M | Sell |
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|
2024
Q4 | $221M | Sell |
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|
2024
Q3 | $208M | Buy |
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|
2024
Q2 | $187M | Sell |
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|
2024
Q1 | $153M | Sell |
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|
2023
Q4 | $173M | Sell |
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|
2023
Q3 | $159M | Sell |
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|
2023
Q2 | $186M | Buy |
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|
2023
Q1 | $31.2M | Buy |
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|
2022
Q4 | $22.7M | Sell |
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|
2022
Q3 | $25.3M | Sell |
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|
2022
Q2 | $25.7M | Sell |
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|
2022
Q1 | $33M | Sell |
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|
2021
Q4 | $43.9M | Buy |
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|
2021
Q3 | $19.1M | Buy |
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|
2021
Q2 | $18.4M | Sell |
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|
2021
Q1 | $16.9M | Sell |
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|
2020
Q4 | $18.9M | Buy |
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|
2020
Q3 | $8.87M | Sell |
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|
2020
Q2 | $7.23M | Sell |
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|
2020
Q1 | $5.07M | Buy |
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|
2019
Q4 | $5.47M | Sell |
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|
2019
Q3 | $4.25M | Sell |
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|
2019
Q2 | $3.79M | Sell |
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|
2019
Q1 | $3.65M | Buy |
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|
2018
Q4 | $2.98M | Sell |
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|
2018
Q3 | $4.63M | Buy |
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|
2018
Q2 | $3.57M | Buy |
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|
2018
Q1 | $2.83M | Buy |
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|
2017
Q4 | $2.84M | Buy |
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|
2017
Q3 | $2.44M | Sell |
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|
2017
Q2 | $2.4M | Buy |
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|
2017
Q1 | $1.74M | Buy |
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|
2016
Q4 | $1.23M | Sell |
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|
2016
Q3 | $1.26M | Buy |
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|
2016
Q2 | $1.02M | Buy |
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|
2016
Q1 | $1.01M | Sell |
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|
2015
Q4 | $1.48M | Buy |
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|
2015
Q3 | $1.35M | Buy |
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|
2015
Q2 | $1.48M | Sell |
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|
2015
Q1 | $1.47M | Buy |
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|
2014
Q4 | $1.29M | Buy |
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|
2014
Q3 | $656K | Buy |
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|
2014
Q2 | $453K | Buy |
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|
2014
Q1 | $358K | Sell |
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|
2013
Q4 | $712K | Buy |
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|
2013
Q3 | $597K | Buy |
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|
2013
Q2 | $342K | Buy |
|