Petra Financial Advisors’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 | $724K | Buy |
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|
2025
Q1 | $701K | Sell |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $955K | Sell |
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|
2024
Q1 | $846K | Sell |
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|
2023
Q4 | $971K | Sell |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $777K | Sell |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $475K | Buy |
|