Paces Ferry 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
$11.1M Sell
2025
Q1
$12.4M Sell
2024
Q4
$14.3M Sell
2024
Q3
$14.4M Sell
2024
Q2
$15.2M Buy
2024
Q1
$12.2M Buy
2023
Q4
$13.6M Sell
2023
Q3
$12.3M Sell
2023
Q2
$14.1M Buy
2023
Q1
$11.9M Sell
2022
Q4
$9.43M Sell
2022
Q3
$10.3M Sell
2022
Q2
$11.4M Sell
2022
Q1
$14.6M Sell
2021
Q4
$15M Sell
2021
Q3
$12.9M Sell
2021
Q2
$12.7M Buy
2021
Q1
$10.9M Buy
2020
Q4
$11.7M Sell
2020
Q3
$10.3M Buy