SageView Advisory 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 | $40M | Sell |
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|
2025
Q1 | $41.8M | Buy |
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|
2024
Q4 | $46.1M | Buy |
|
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|
2024
Q3 | $33.9M | Sell |
|
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|
2024
Q2 | $36.7M | Buy |
|
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|
2024
Q1 | $28.5M | Sell |
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|
2023
Q4 | $35.2M | Buy |
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|
2023
Q3 | $25M | Buy |
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|
2023
Q2 | $27.6M | Buy |
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|
2023
Q1 | $21M | Buy |
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|
2022
Q4 | $13.8M | Buy |
|