NewEdge 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
Q3 | $315M | Buy |
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|
2025
Q2 | $244M | Buy |
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|
2025
Q1 | $239M | Sell |
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|
2024
Q4 | $284M | Buy |
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|
2024
Q3 | $250M | Buy |
|
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|
2024
Q2 | $190M | Sell |
|
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|
2024
Q1 | $166M | Buy |
|
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|
2023
Q4 | $156M | Buy |
|
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|
2023
Q3 | $119M | Buy |
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|
2023
Q2 | $119M | Buy |
|
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|
2023
Q1 | $92.4M | Buy |
|
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|
2022
Q4 | $68.5M | Buy |
|
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|
2022
Q3 | $70.4M | Buy |
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|
2022
Q2 | $57.4M | Buy |
|
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|
2022
Q1 | $64.8M | Buy |
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|
2021
Q4 | $59.7M | Buy |
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|
2021
Q3 | $37.6M | Buy |
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|
2021
Q2 | $25.5M | Buy |
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|
2021
Q1 | $19.9M | Buy |
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|
2020
Q4 | $6.59M | Buy |
|