Refined 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Sell |
|
|||||
|
2025
Q1 | $660K | Sell |
|
|||||
|
2024
Q4 | $3.19M | Sell |
|
|||||
|
2024
Q3 | $2.98M | Buy |
|
|||||
|
2024
Q2 | $2.66M | Buy |
|
|||||
|
2024
Q1 | $2.1M | Sell |
|
|||||
|
2023
Q4 | $2.41M | Sell |
|
|||||
|
2023
Q3 | $2.14M | Sell |
|
|||||
|
2023
Q2 | $2.44M | Buy |
|
|||||
|
2023
Q1 | $2.04M | Buy |
|
|||||
|
2022
Q4 | $1.57M | Buy |
|
|||||
|
2022
Q3 | $1.55M | Buy |
|
|||||
|
2022
Q2 | $1.52M | Buy |
|
|||||
|
2022
Q1 | $1.72M | Sell |
|
|||||
|
2021
Q4 | $1.99M | Buy |
|
|||||
|
2021
Q3 | $1.52M | Buy |
|
|||||
|
2021
Q2 | $1.45M | Buy |
|