Moneta Group Investment 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
Q2 | $147M | Buy |
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|
2025
Q1 | $139M | Sell |
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|
2024
Q4 | $160M | Buy |
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|
2024
Q3 | $147M | Buy |
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|
2024
Q2 | $131M | Buy |
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|
2024
Q1 | $98.2M | Buy |
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|
2023
Q4 | $96.1M | Sell |
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|
2023
Q3 | $95M | Buy |
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|
2023
Q2 | $107M | Buy |
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|
2023
Q1 | $87.6M | Buy |
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|
2022
Q4 | $63.8M | Sell |
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|
2022
Q3 | $67.5M | Sell |
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|
2022
Q2 | $81.5M | Buy |
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|
2022
Q1 | $68.9M | Buy |
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|
2021
Q4 | $66.8M | Buy |
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|
2021
Q3 | $51.8M | Sell |
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|
2021
Q2 | $50.3M | Buy |
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|
2021
Q1 | $44.2M | Buy |
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|
2020
Q4 | $32.5M | Buy |
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|
2020
Q3 | $25.9M | Buy |
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|
2020
Q2 | $19.7M | Buy |
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|
2020
Q1 | $13.1M | Buy |
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|
2019
Q4 | $14.8M | Sell |
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|
2019
Q3 | $11.5M | Buy |
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|
2019
Q2 | $7.7M | Buy |
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|
2019
Q1 | $4.77M | Sell |
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|
2018
Q4 | $4.61M | Buy |
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|
2018
Q3 | $6.17M | Sell |
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|
2018
Q2 | $6.83M | Buy |
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|
2018
Q1 | $3.38M | Buy |
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|
2017
Q4 | $2.92M | Sell |
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|
2017
Q3 | $2.78M | Sell |
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|
2017
Q2 | $3.47M | Buy |
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|
2017
Q1 | $1.55M | Sell |
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|
2016
Q4 | $1.39M | Buy |
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|
2016
Q3 | $772K | Sell |
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|
2016
Q2 | $692K | Sell |
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|
2016
Q1 | $808K | Buy |
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|
2015
Q4 | $751K | Buy |
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|
2015
Q3 | $471K | Buy |
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|
2015
Q2 | $527K | Sell |
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|
2015
Q1 | $1.01M | Buy |
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|
2014
Q4 | $785K | Buy |
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|
2014
Q3 | $698K | Buy |
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|
2014
Q2 | $250K | Hold |
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|
2014
Q1 | $207K | Hold |
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|
2013
Q4 | $216K | Sell |
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|
2013
Q3 | $219K | Sell |
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|
2013
Q2 | $559K | Buy |
|