Private Wealth Strategies’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $6.52M | Sell |
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|
2024
Q1 | $5.49M | Sell |
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|
2023
Q4 | $6.62M | Sell |
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|
2023
Q3 | $6.98M | Sell |
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|
2023
Q2 | $8M | Sell |
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|
2023
Q1 | $7.16M | Sell |
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|
2022
Q4 | $7.13M | Sell |
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|
2022
Q3 | $7.75M | Sell |
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|
2022
Q2 | $8.8M | Buy |
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|
2022
Q1 | $8.46M | Buy |
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|
2021
Q4 | $8.56M | Sell |
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|
2021
Q3 | $6.84M | Buy |
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|
2021
Q2 | $6.13M | Sell |
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|
2021
Q1 | $5.85M | Sell |
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|
2020
Q4 | $6.51M | Buy |
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|
2020
Q3 | $5.66M | Buy |
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|
2020
Q2 | $3.27M | Sell |
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|
2020
Q1 | $2.54M | Sell |
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|
2019
Q4 | $3.23M | Buy |
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