Perfromance Wealth Partners’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
$834M Sell
2025
Q1
$912M Sell
2024
Q4
$1.04B Sell
2024
Q3
$969M Buy
2024
Q2
$868M Buy
2024
Q1
$702M Buy
2023
Q4
$788M Buy
2023
Q3
$701M Sell
2023
Q2
$787M Sell
2023
Q1
$683M Buy
2022
Q4
$538M Sell
2022
Q3
$582M Buy
2022
Q2
$575M Sell
2022
Q1
$743M Sell
2021
Q4
$756M Buy