Nvest Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.85M | Buy |
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|
2025
Q1 | $7.73M | Sell |
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|
2024
Q4 | $8.89M | Buy |
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|
2024
Q3 | $7.82M | Sell |
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|
2024
Q2 | $7.13M | Sell |
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|
2024
Q1 | $5.9M | Buy |
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|
2023
Q4 | $6.37M | Buy |
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|
2023
Q3 | $5.52M | Sell |
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|
2023
Q2 | $6.29M | Sell |
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|
2023
Q1 | $5.54M | Buy |
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|
2022
Q4 | $3.45M | Buy |
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|
2022
Q3 | $3.56M | Sell |
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|
2022
Q2 | $3.54M | Buy |
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|
2022
Q1 | $4.49M | Buy |
|