Peterson 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 | $454K | Sell |
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|
2025
Q1 | $2.3M | Sell |
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|
2024
Q4 | $6.49M | Buy |
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|
2024
Q3 | $5.6M | Buy |
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|
2024
Q2 | $5.03M | Buy |
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|
2024
Q1 | $4.03M | Buy |
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|
2023
Q4 | $2.2M | Buy |
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|
2023
Q3 | $1.73M | Buy |
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|
2023
Q2 | $1.54M | Sell |
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|
2023
Q1 | $1.35M | Sell |
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|
2022
Q4 | $1.28M | Buy |
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|
2022
Q3 | $1.26M | Buy |
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|
2022
Q2 | $792K | Sell |
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|
2022
Q1 | $1.81M | Sell |
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|
2021
Q4 | $2.31M | Buy |
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|
2021
Q3 | $1.77M | Buy |
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|
2021
Q2 | $1.68M | Sell |
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|
2021
Q1 | $1.84M | Buy |
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|
2020
Q4 | $979K | Buy |
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|
2020
Q3 | $720K | Buy |
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|
2020
Q2 | $533K | Buy |
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|
2020
Q1 | $222K | Buy |
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