Powell Investment 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 | $2.96M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $3.73M | Buy |
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|
2024
Q3 | $3.47M | Sell |
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|
2024
Q2 | $3.24M | Buy |
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|
2024
Q1 | $2.55M | Buy |
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|
2023
Q4 | $2.87M | Buy |
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|
2023
Q3 | $2.54M | Buy |
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|
2023
Q2 | $2.88M | Sell |
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|
2023
Q1 | $2.46M | Sell |
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|
2022
Q4 | $1.94M | Buy |
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|
2022
Q3 | $2.06M | Sell |
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|
2022
Q2 | $2.12M | Sell |
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|
2022
Q1 | $2.95M | Buy |
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|
2021
Q4 | $2.08M | Buy |
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|
2021
Q3 | $1.43M | Buy |
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|
2021
Q2 | $1.35M | Buy |
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|
2021
Q1 | $1.17M | Sell |
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|
2020
Q4 | $1.28M | Sell |
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|
2020
Q3 | $1.12M | Sell |
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|
2020
Q2 | $901K | Buy |
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|
2020
Q1 | $628K | Sell |
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|
2019
Q4 | $730K | Buy |
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