Moneywise Inc’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 | $626K | Sell |
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|
2025
Q2 | $611K | Buy |
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|
2025
Q1 | $337K | Sell |
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|
2024
Q4 | $721K | Sell |
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|
2024
Q3 | $673K | Buy |
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|
2024
Q2 | $526K | Buy |
|
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|
2024
Q1 | $419K | Sell |
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|
2023
Q4 | $477K | Buy |
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|
2023
Q3 | $424K | Sell |
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|
2023
Q2 | $482K | Sell |
|
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|
2023
Q1 | $411K | Buy |
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|
2022
Q4 | $307K | Buy |
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|
2022
Q3 | $327K | Buy |
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|
2022
Q2 | $323K | Buy |
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|
2022
Q1 | $412K | Sell |
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|
2021
Q4 | $477K | Sell |
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|
2021
Q3 | $502K | Sell |
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|
2021
Q2 | $581K | Buy |
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|
2021
Q1 | $517K | Buy |
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|
2020
Q4 | $490K | Buy |
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|
2020
Q3 | $424K | Sell |
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|
2020
Q2 | $340K | Sell |
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|
2020
Q1 | $276K | Hold |
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|
2019
Q4 | $243K | Buy |
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|
2019
Q3 | $242K | Hold |
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|
2019
Q2 | $214K | Buy |
|