Octavia Wealth Advisors’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 | $37.6M | Sell |
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|
2025
Q1 | $42.8M | Sell |
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|
2024
Q4 | $48.4M | Sell |
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|
2024
Q3 | $45.4M | Sell |
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|
2024
Q2 | $44.5M | Buy |
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|
2024
Q1 | $35.5M | Sell |
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|
2023
Q4 | $40.2M | Buy |
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|
2023
Q3 | $33.6M | Buy |
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|
2023
Q2 | $37M | Buy |
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|
2023
Q1 | $30.9M | Sell |
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|
2022
Q4 | $24.5M | Sell |
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|
2022
Q3 | $26.6M | Buy |
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|
2022
Q2 | $26.1M | Sell |
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|
2022
Q1 | $33.5M | Sell |
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|
2021
Q4 | $35.3M | Buy |
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|
2021
Q3 | $26.8M | Sell |
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|
2021
Q2 | $26.7M | Sell |
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|
2021
Q1 | $24.2M | Buy |
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|
2020
Q4 | $26M | Buy |
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