Peterson Financial Group’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$660K Buy
2024
Q2
$589K Buy
2024
Q1
$454K Sell
2023
Q4
$521K Buy
2023
Q3
$339K Buy
2023
Q2
$381K Sell
2023
Q1
$393K Sell
2022
Q4
$4.88M Sell
2022
Q3
$7.94M Buy
2022
Q2
$7.72M Buy
2022
Q1
$9.32M Buy
2021
Q4
$9.35M Buy