Phoenix Wealth 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 | $6.4M | Sell |
|
|||||
|
2025
Q1 | $7.16M | Sell |
|
|||||
|
2024
Q4 | $8.25M | Buy |
|
|||||
|
2024
Q3 | $7.14M | Sell |
|
|||||
|
2024
Q2 | $17.7M | Buy |
|
|||||
|
2024
Q1 | $5.53M | Buy |
|
|||||
|
2023
Q4 | $5.91M | Sell |
|
|||||
|
2023
Q3 | $5.46M | Buy |
|
|||||
|
2023
Q2 | $6.12M | Sell |
|
|||||
|
2023
Q1 | $5.36M | Buy |
|
|||||
|
2022
Q4 | $2.3M | Sell |
|
|||||
|
2022
Q3 | $4.54M | Sell |
|
|||||
|
2022
Q2 | $4.57M | Buy |
|
|||||
|
2022
Q1 | $5.62M | Buy |
|
|||||
|
2021
Q4 | $3.36M | Buy |
|
|||||
|
2021
Q3 | $2.47M | Sell |
|
|||||
|
2021
Q2 | $2.48M | Sell |
|
|||||
|
2021
Q1 | $2.18M | Sell |
|
|||||
|
2020
Q4 | $2.37M | Buy |
|