PFG Private 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
$1.31M Buy
2025
Q1
$1.38M Sell
2024
Q4
$1.7M Buy
2024
Q3
$1.58M Sell
2024
Q2
$1.43M Sell
2024
Q1
$1.26M Buy
2023
Q4
$1.36M Buy
2023
Q3
$997K Sell
2023
Q2
$1.46M Sell
2023
Q1
$1.26M Buy
2022
Q4
$984K Buy
2022
Q3
$972K Buy
2022
Q2
$953K Sell
2022
Q1
$1.25M Sell
2021
Q4
$1.54M Sell
2021
Q3
$1.31M Buy
2021
Q2
$1.24M Buy
2021
Q1
$1.07M Sell
2020
Q4
$1.44M Buy
2020
Q3
$1.25M Sell
2020
Q2
$1.03M Sell
2020
Q1
$884K Sell
2019
Q4
$1.3M Buy