OneAscent 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
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|
2025
Q1 | $1.65M | Sell |
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|
2024
Q4 | $2.34M | Buy |
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|
2024
Q3 | $2.08M | Buy |
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|
2024
Q2 | $1.87M | Sell |
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|
2024
Q1 | $1.89M | Sell |
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|
2023
Q4 | $2.87M | Buy |
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|
2023
Q3 | $2.43M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.74M | Sell |
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|
2022
Q4 | $2.77M | Buy |
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|
2022
Q3 | $2.79M | Sell |
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|
2022
Q2 | $2.84M | Sell |
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|
2022
Q1 | $3.79M | Buy |
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|
2021
Q4 | $3.5M | Buy |
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|
2021
Q1 | $4.9M | Buy |
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|
2020
Q4 | $5.18M | Buy |
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