PRW Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.33M | Sell |
|
|||||
|
2023
Q2 | $5.01M | Buy |
|
|||||
|
2023
Q1 | $3.73M | Buy |
|
|||||
|
2022
Q4 | $2.84M | Hold |
|
|||||
|
2022
Q3 | $3.02M | Buy |
|
|||||
|
2022
Q2 | $2.95M | Sell |
|
|||||
|
2022
Q1 | $4.76M | Buy |
|
|||||
|
2021
Q4 | $4.56M | Sell |
|
|||||
|
2021
Q3 | $3.68M | Sell |
|
|||||
|
2021
Q2 | $14.9M | Buy |
|
|||||
|
2021
Q1 | $2.98M | Sell |
|
|||||
|
2020
Q4 | $3.88M | Sell |
|
|||||
|
2020
Q3 | $3.42M | Sell |
|
|||||
|
2020
Q2 | $3.07M | Sell |
|
|||||
|
2020
Q1 | $2.17M | Buy |
|
|||||
|
2019
Q4 | $2.36M | Sell |
|
|||||
|
2019
Q3 | $1.81M | Sell |
|
|||||
|
2019
Q2 | $1.67M | Sell |
|
|||||
|
2019
Q1 | $1.72M | Buy |
|
|||||
|
2018
Q4 | $1.41M | Buy |
|