Personal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $643K | Sell |
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|
2021
Q4 | $704K | Buy |
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|
2021
Q3 | $545K | Sell |
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|
2021
Q2 | $581K | Sell |
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|
2021
Q1 | $555K | Buy |
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|
2020
Q4 | $589K | Buy |
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|
2020
Q3 | $499K | Buy |
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|
2020
Q2 | $380K | Hold |
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|
2020
Q1 | $265K | Buy |
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|
2019
Q4 | $304K | Buy |
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|
2019
Q3 | $228K | Buy |
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|
2019
Q2 | $171K | Buy |
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