MorganRosel 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
Q3 | $3.37M | Sell |
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|
2025
Q2 | $2.89M | Sell |
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|
2025
Q1 | $3.19M | Sell |
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|
2024
Q4 | $3.65M | Buy |
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|
2024
Q3 | $1.45M | Buy |
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|
2024
Q2 | $1.31M | Buy |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $1.98M | Sell |
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|
2023
Q3 | $1.78M | Buy |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $892K | Buy |
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|
2022
Q3 | $945K | Buy |
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|
2022
Q2 | $885K | Buy |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $895K | Hold |
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|
2021
Q2 | $866K | Sell |
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|
2021
Q1 | $1.72M | Sell |
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|
2020
Q4 | $1.93M | Buy |
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|
2020
Q3 | $1.62M | Buy |
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|
2020
Q2 | $1.27M | Buy |
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|
2020
Q1 | $436K | Sell |
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|
2019
Q4 | $601K | Sell |
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|
2019
Q3 | $569K | Buy |
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|
2019
Q2 | $465K | Hold |
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|
2019
Q1 | $446K | Sell |
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|
2018
Q4 | $913K | Buy |
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