Paragon Private 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 | $9.55M | Buy |
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|
2025
Q1 | $9.95M | Buy |
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|
2024
Q4 | $10.6M | Buy |
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|
2024
Q3 | $9.07M | Buy |
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|
2024
Q2 | $7.26M | Sell |
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|
2024
Q1 | $6.61M | Buy |
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|
2023
Q4 | $6.92M | Buy |
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|
2023
Q3 | $5.86M | Buy |
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|
2023
Q2 | $6.6M | Buy |
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|
2023
Q1 | $5.6M | Sell |
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|
2022
Q4 | $4.63M | Buy |
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|
2022
Q3 | $5.21M | Sell |
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|
2022
Q2 | $4.7M | Sell |
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|
2022
Q1 | $5.21M | Buy |
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|
2021
Q4 | $5.85M | Buy |
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