Sax 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
Q3 | $27.6M | Buy |
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|
2025
Q2 | $21.2M | Buy |
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|
2025
Q1 | $19.7M | Buy |
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|
2024
Q4 | $21.9M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $11.5M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $8.93M | Buy |
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|
2023
Q3 | $7.88M | Buy |
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|
2023
Q2 | $8.87M | Sell |
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|
2023
Q1 | $7.6M | Sell |
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|
2022
Q4 | $6.12M | Sell |
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|
2022
Q3 | $7.78M | Sell |
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|
2022
Q2 | $8.13M | Buy |
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|
2022
Q1 | $10.2M | Sell |
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|
2021
Q4 | $11.9M | Buy |
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|
2021
Q3 | $4.5M | Buy |
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|
2021
Q2 | $4.35M | Sell |
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|
2021
Q1 | $4.21M | Buy |
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|
2020
Q4 | $4.48M | Buy |
|