Quantum 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
Q3 | $21.1M | Buy |
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|
2025
Q2 | $14.1M | Sell |
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|
2025
Q1 | $15.4M | Buy |
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|
2024
Q4 | $17.3M | Buy |
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|
2024
Q3 | $14.7M | Buy |
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|
2024
Q2 | $12.9M | Buy |
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|
2024
Q1 | $10.5M | Sell |
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|
2023
Q4 | $11.9M | Sell |
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|
2023
Q3 | $10.7M | Buy |
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|
2023
Q2 | $11.9M | Buy |
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|
2023
Q1 | $10.1M | Sell |
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|
2022
Q4 | $7.95M | Sell |
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|
2022
Q3 | $8.58M | Buy |
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|
2022
Q2 | $10.5M | Buy |
|