Plotkin 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 | $5.84M | Sell |
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|
2025
Q1 | $6.35M | Sell |
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|
2024
Q4 | $7.18M | Sell |
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|
2024
Q3 | $6.69M | Sell |
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|
2024
Q2 | $6.06M | Sell |
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|
2024
Q1 | $5.21M | Buy |
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|
2023
Q4 | $5.69M | Sell |
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|
2023
Q3 | $5.18M | Buy |
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|
2023
Q2 | $5.73M | Sell |
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|
2023
Q1 | $5.37M | Buy |
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|
2022
Q4 | $4.22M | Sell |
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|
2022
Q3 | $4.56M | Sell |
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|
2022
Q2 | $4.52M | Buy |
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|
2022
Q1 | $5.74M | Buy |
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|
2021
Q4 | $5.49M | Sell |
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|
2021
Q3 | $4.62M | Sell |
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|
2021
Q2 | $4.59M | Sell |
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|
2021
Q1 | $4.25M | Buy |
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|
2020
Q4 | $4.42M | Sell |
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|
2020
Q3 | $4.16M | Sell |
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|
2020
Q2 | $3.28M | Buy |
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|
2020
Q1 | $2.27M | Buy |
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|
2019
Q4 | $2.38M | Buy |
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