National Wealth Management Group’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 | $5.25M | Buy |
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|
2025
Q2 | $2.83M | Sell |
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|
2025
Q1 | $3.23M | Buy |
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|
2024
Q4 | $2.69M | Buy |
|
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|
2024
Q3 | $1.73M | Sell |
|
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|
2024
Q2 | $1.61M | Buy |
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|
2024
Q1 | $1.16M | Sell |
|
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|
2023
Q4 | $1.96M | Buy |
|
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|
2023
Q3 | $1.17M | Sell |
|
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|
2023
Q2 | $1.25M | Buy |
|
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|
2023
Q1 | $1.1M | Sell |
|
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|
2022
Q4 | $1.05M | Sell |
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|
2022
Q3 | $1.35M | Buy |
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|
2022
Q2 | $852K | Sell |
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q4 | $1.25M | Buy |
|