Nicola 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
2023
Q1
Sell
2022
Q4
$9.1M Sell
2022
Q3
$12.3M Sell
2022
Q2
$13.3M Buy
2022
Q1
$12.1M Sell
2021
Q4
$12.9M Buy
2021
Q3
$9.83M Sell
2021
Q2
$12.5M Buy
2021
Q1
$9.71M Sell
2020
Q4
$11.6M Buy
2020
Q3
$8.92M Sell
2020
Q2
$7.3M Sell
2020
Q1
$7.63M Buy
2019
Q4
$5.87M Buy
2019
Q2
Sell
2019
Q1
$16.7M Buy
2018
Q4
$10.3M Buy
2018
Q3
$5.78M Buy
2018
Q2
Sell
2018
Q1
$5.47M Buy