Monterey Private Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $17.4M | Sell |
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|
2024
Q4 | $19.7M | Buy |
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|
2024
Q3 | $18.1M | Sell |
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|
2024
Q2 | $16.4M | Sell |
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|
2024
Q1 | $13.4M | Buy |
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|
2023
Q4 | $15.1M | Buy |
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|
2023
Q3 | $12.9M | Sell |
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|
2023
Q2 | $14.9M | Buy |
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|
2023
Q1 | $12.6M | Sell |
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|
2022
Q4 | $9.94M | Sell |
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|
2022
Q3 | $11.1M | Sell |
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|
2022
Q2 | $11.3M | Buy |
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|
2022
Q1 | $13.8M | Sell |
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|
2021
Q4 | $14M | Sell |
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|
2021
Q3 | $11.3M | Sell |
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|
2021
Q2 | $11.3M | Buy |
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|
2021
Q1 | $11M | Sell |
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|
2020
Q4 | $11M | Buy |
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|
2020
Q3 | $9.63M | Buy |
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|
2020
Q2 | $7.32M | Sell |
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|
2020
Q1 | $5.16M | Sell |
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|
2019
Q4 | $6.1M | Buy |
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