Peloton Wealth Strategists’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 | $550K | Buy |
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2025
Q1 | $579K | Hold |
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|
2024
Q4 | $653K | Buy |
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|
2024
Q3 | $550K | Hold |
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|
2024
Q2 | $497K | Sell |
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|
2024
Q1 | $454K | Hold |
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|
2023
Q4 | $510K | Sell |
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|
2023
Q3 | $475K | Buy |
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|
2023
Q2 | $454K | Sell |
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|
2023
Q1 | $419K | Hold |
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|
2022
Q4 | $330K | Hold |
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|
2022
Q3 | $351K | Hold |
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|
2022
Q2 | $348K | Buy |
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|
2022
Q1 | $373K | Hold |
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|
2021
Q4 | $379K | Hold |
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|
2021
Q3 | $302K | Hold |
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|
2021
Q2 | $292K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $494K | Hold |
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|
2018
Q4 | $410K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2.64M | Sell |
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|
2017
Q3 | $2.57M | Sell |
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|
2017
Q2 | $2.9M | Hold |
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|
2017
Q1 | $2.89M | Sell |
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|
2016
Q4 | $2.88M | Hold |
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|
2016
Q3 | $2.81M | Buy |
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|
2016
Q1 | $2.67M | Buy |
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|
2015
Q4 | $357K | Buy |
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|
2015
Q3 | $364K | Buy |
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|
2015
Q2 | $333K | Hold |
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|
2015
Q1 | $330K | Buy |
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|
2014
Q4 | $293K | Buy |
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|
2014
Q3 | $267K | Sell |
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|
2014
Q2 | $2.31M | Buy |
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|
2014
Q1 | $216K | Buy |
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