Opes 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 | $86.8M | Buy |
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|
2025
Q1 | $91.8M | Sell |
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|
2024
Q4 | $111M | Sell |
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|
2024
Q3 | $146M | Sell |
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|
2024
Q2 | $133M | Buy |
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|
2024
Q1 | $82.9M | Sell |
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|
2023
Q4 | $93.4M | Buy |
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|
2023
Q3 | $55.4M | Buy |
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|
2023
Q2 | $61.3M | Sell |
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|
2023
Q1 | $53.3M | Sell |
|
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|
2022
Q4 | $42.2M | Sell |
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|
2022
Q3 | $45.1M | Sell |
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|
2022
Q2 | $45.2M | Sell |
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|
2022
Q1 | $59.2M | Buy |
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|
2021
Q4 | $60.2M | Sell |
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|
2021
Q3 | $48.5M | Buy |
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|
2021
Q2 | $46.3M | Sell |
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|
2021
Q1 | $41.7M | Buy |
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|
2020
Q4 | $20.5M | Sell |
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|
2020
Q3 | $40.7M | Sell |
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|
2020
Q2 | $34.4M | Buy |
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|
2020
Q1 | $6.36M | Sell |
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|
2019
Q4 | $7.61M | Buy |
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|
2019
Q3 | $3.34M | Sell |
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|
2019
Q2 | $2.95M | Buy |
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|
2019
Q1 | $540K | Buy |
|