Schneider Downs Wealth Management 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 | $5.59M | Sell |
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|
2025
Q1 | $6.43M | Buy |
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|
2024
Q4 | $7.22M | Sell |
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|
2024
Q3 | $6.88M | Sell |
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|
2024
Q2 | $8.3M | Sell |
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|
2024
Q1 | $6.93M | Buy |
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|
2023
Q4 | $5.57M | Buy |
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|
2023
Q3 | $4.92M | Buy |
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|
2023
Q2 | $5.53M | Buy |
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|
2023
Q1 | $4.68M | Sell |
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|
2022
Q4 | $3.77M | Sell |
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|
2022
Q3 | $4.78M | Sell |
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|
2022
Q2 | $5.23M | Sell |
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|
2022
Q1 | $6.73M | Sell |
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|
2021
Q4 | $7.19M | Buy |
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|
2021
Q3 | $5.71M | Buy |
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|
2021
Q2 | $5.18M | Buy |
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|
2021
Q1 | $4.59M | Buy |
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|
2020
Q4 | $4.6M | Sell |
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|
2020
Q3 | $4.63M | Buy |
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|
2020
Q2 | $3.49M | Buy |
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|
2020
Q1 | $1.76M | Buy |
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|
2019
Q4 | $1.47M | Sell |
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|
2019
Q3 | $1.2M | Sell |
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|
2019
Q2 | $1.09M | Buy |
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|
2019
Q1 | $1.01M | Sell |
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|
2018
Q4 | $865K | Sell |
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|
2018
Q3 | $1.55M | Buy |
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|
2018
Q2 | $975K | Sell |
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|
2018
Q1 | $1.16M | Buy |
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|
2017
Q4 | $426K | Hold |
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|
2017
Q3 | $388K | Sell |
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|
2017
Q2 | $398K | Sell |
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|
2017
Q1 | $586K | Sell |
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|
2016
Q4 | $477K | Sell |
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|
2016
Q3 | $501K | Buy |
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|
2016
Q2 | $359K | Buy |
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|
2016
Q1 | $403K | Sell |
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|
2015
Q4 | $413K | Buy |
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