Sage Financial Management 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
Q3 | $1.16M | Buy |
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|
2025
Q2 | $721K | Hold |
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|
2025
Q1 | $780K | Hold |
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|
2024
Q4 | $880K | Sell |
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|
2024
Q3 | $834K | Hold |
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|
2024
Q2 | $754K | Sell |
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|
2024
Q1 | $625K | Hold |
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|
2023
Q4 | $702K | Sell |
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|
2023
Q3 | $643K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $624K | Sell |
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|
2022
Q4 | $510K | Sell |
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|
2022
Q3 | $620K | Sell |
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|
2022
Q2 | $640K | Sell |
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|
2022
Q1 | $871K | Buy |
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|
2021
Q4 | $739K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $580K | Hold |
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|
2021
Q1 | $517K | Buy |
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|
2020
Q4 | $476K | Buy |
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