Safir 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
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|
2025
Q1 | $267K | Hold |
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|
2024
Q4 | $301K | Hold |
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|
2024
Q3 | $280K | Hold |
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|
2024
Q2 | $253K | Hold |
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|
2024
Q1 | $206K | Hold |
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|
2023
Q4 | $231K | Hold |
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|
2023
Q3 | $205K | Hold |
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|
2023
Q2 | $233K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $210K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $176K | Buy |
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