Private Wealth Partners’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 | $97.8M | Sell |
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|
2025
Q1 | $111M | Sell |
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|
2024
Q4 | $132M | Sell |
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|
2024
Q3 | $123M | Sell |
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|
2024
Q2 | $126M | Sell |
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|
2024
Q1 | $108M | Sell |
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|
2023
Q4 | $128M | Sell |
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|
2023
Q3 | $115M | Sell |
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|
2023
Q2 | $132M | Sell |
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|
2023
Q1 | $112M | Buy |
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|
2022
Q4 | $87.9M | Buy |
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|
2022
Q3 | $90.7M | Sell |
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|
2022
Q2 | $90.3M | Sell |
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|
2022
Q1 | $118M | Sell |
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|
2021
Q4 | $120M | Sell |
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|
2021
Q3 | $98M | Sell |
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|
2021
Q2 | $95.3M | Buy |
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|
2021
Q1 | $83.2M | Buy |
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|
2020
Q4 | $90.4M | Sell |
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|
2020
Q3 | $79M | Buy |
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|
2020
Q2 | $62.1M | Sell |
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|
2020
Q1 | $44.2M | Sell |
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|
2019
Q4 | $52.1M | Buy |
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|
2019
Q3 | $39.6M | Sell |
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|
2019
Q2 | $35M | Sell |
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|
2019
Q1 | $33.6M | Buy |
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|
2018
Q4 | $27.5M | Sell |
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|
2018
Q3 | $41.5M | Buy |
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|
2018
Q2 | $34M | Buy |
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|
2018
Q1 | $29.9M | Sell |
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|
2017
Q4 | $31.4M | Buy |
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|
2017
Q3 | $28.1M | Sell |
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|
2017
Q2 | $26.2M | Buy |
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|
2017
Q1 | $25.7M | Sell |
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|
2016
Q4 | $25M | Buy |
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|
2016
Q3 | $24.3M | Sell |
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|
2016
Q2 | $21.7M | Sell |
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|
2016
Q1 | $27.6M | Buy |
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|
2015
Q4 | $25.4M | Sell |
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|
2015
Q3 | $27.1M | Buy |
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|
2015
Q2 | $30.2M | Buy |
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|
2015
Q1 | $28.8M | Sell |
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|
2014
Q4 | $27.5M | Sell |
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|
2014
Q3 | $25.2M | Buy |
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|
2014
Q2 | $23M | Sell |
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|
2014
Q1 | $22.9M | Buy |
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|
2013
Q4 | $20.6M | Sell |
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|
2013
Q3 | $18.4M | Sell |
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|
2013
Q2 | $16.5M | Buy |
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