Sage Financial Group’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 | – | Sell |
|
|||||
|
2025
Q1 | $210K | Sell |
|
|||||
|
2024
Q4 | $245K | Hold |
|
|||||
|
2024
Q3 | $228K | Hold |
|
|||||
|
2024
Q2 | $206K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $239K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $233K | Hold |
|
|||||
|
2022
Q3 | $248K | Sell |
|
|||||
|
2022
Q2 | $279K | Buy |
|
|||||
|
2022
Q1 | $86K | Hold |
|
|||||
|
2021
Q4 | $87K | Hold |
|
|||||
|
2021
Q3 | $70K | Hold |
|
|||||
|
2021
Q2 | $67K | Hold |
|
|||||
|
2021
Q1 | $60K | Hold |
|
|||||
|
2020
Q4 | $65K | Hold |
|
|||||
|
2020
Q3 | $57K | Hold |
|
|||||
|
2020
Q2 | $45K | Hold |
|
|||||
|
2020
Q1 | $31K | Hold |
|
|||||
|
2019
Q4 | $36K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $24K | Sell |
|
|||||
|
2019
Q1 | $39K | Hold |
|
|||||
|
2018
Q4 | $32K | Hold |
|
|||||
|
2018
Q3 | $46K | Hold |
|
|||||
|
2018
Q2 | $38K | Hold |
|
|||||
|
2018
Q1 | $34K | Hold |
|
|||||
|
2017
Q4 | $34K | Hold |
|
|||||
|
2017
Q3 | $31K | Hold |
|
|||||
|
2017
Q2 | $29K | Hold |
|
|||||
|
2017
Q1 | $29K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $23K | Hold |
|
|||||
|
2016
Q2 | $19K | Hold |
|
|||||
|
2016
Q1 | $22K | Hold |
|
|||||
|
2015
Q4 | $21K | Hold |
|
|||||
|
2015
Q3 | $22K | Hold |
|
|||||
|
2015
Q2 | $25K | Hold |
|
|||||
|
2015
Q1 | $25K | Hold |
|
|||||
|
2014
Q4 | $22K | Hold |
|
|||||
|
2014
Q3 | $20K | Hold |
|
|||||
|
2014
Q2 | $19K | Hold |
|
|||||
|
2014
Q1 | $16K | Buy |
|