PBMares 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 | $7.01M | Sell |
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|
2025
Q1 | $8.48M | Sell |
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|
2024
Q4 | $10.7M | Buy |
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|
2024
Q3 | $9.86M | Buy |
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|
2024
Q2 | $8.86M | Buy |
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|
2024
Q1 | $7M | Buy |
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|
2023
Q4 | $7.66M | Buy |
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|
2023
Q3 | $6.72M | Sell |
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|
2023
Q2 | $7.78M | Sell |
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|
2023
Q1 | $6.64M | Buy |
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|
2022
Q4 | $4.83M | Sell |
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|
2022
Q3 | $5.36M | Buy |
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|
2022
Q2 | $5.24M | Buy |
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|
2022
Q1 | $6.52M | Buy |
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|
2021
Q4 | $5.96M | Buy |
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|
2021
Q3 | $4.72M | Buy |
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|
2021
Q2 | $4.49M | Buy |
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|
2021
Q1 | $3.77M | Buy |
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|
2020
Q4 | $3.45M | Buy |
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|
2020
Q3 | $2.94M | Buy |
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|
2020
Q2 | $2.16M | Sell |
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|
2020
Q1 | $1.57M | Sell |
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|
2019
Q4 | $1.82M | Buy |
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