Ropes Wealth Advisors’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 | $33.5M | Sell |
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|
2023
Q2 | $39.9M | Buy |
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|
2023
Q1 | $32M | Buy |
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|
2022
Q4 | $24.8M | Buy |
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|
2022
Q3 | $26M | Sell |
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|
2022
Q2 | $25.9M | Buy |
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|
2022
Q1 | $32.8M | Sell |
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|
2021
Q4 | $38.7M | Sell |
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|
2021
Q3 | $34.9M | Sell |
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|
2021
Q2 | $34.7M | Buy |
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|
2021
Q1 | $28.9M | Buy |
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|
2020
Q4 | $27.2M | Sell |
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|
2020
Q3 | $24.1M | Sell |
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|
2020
Q2 | $19.8M | Buy |
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|
2020
Q1 | $13.8M | Sell |
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|
2019
Q4 | $16.3M | Sell |
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|
2019
Q3 | $15.6M | Buy |
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|
2019
Q2 | $13.7M | Sell |
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|
2019
Q1 | $13.2M | Buy |
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|
2018
Q4 | $10.8M | Sell |
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|
2018
Q3 | $15.7M | Sell |
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|
2018
Q2 | $13.1M | Buy |
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|
2018
Q1 | $11.6M | Sell |
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|
2017
Q4 | $11.7M | Sell |
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|
2017
Q3 | $10.9M | Buy |
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|
2017
Q2 | $10M | Buy |
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|
2017
Q1 | $8.3M | Buy |
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|
2016
Q4 | $6.46M | Buy |
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|
2016
Q3 | $5.85M | Buy |
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|
2016
Q2 | $4.72M | Buy |
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|
2016
Q1 | $2.98M | Buy |
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|
2015
Q4 | $2.84M | Buy |
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|
2015
Q3 | $2.49M | Buy |
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|
2015
Q2 | $2.06M | Hold |
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|
2015
Q1 | $2.04M | Buy |
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