Segment Wealth Management’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 | $38.4M | Sell |
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|
2025
Q2 | $31.1M | Sell |
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|
2025
Q1 | $33.9M | Buy |
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|
2024
Q4 | $37.1M | Buy |
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|
2024
Q3 | $34.4M | Sell |
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|
2024
Q2 | $31.4M | Sell |
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|
2024
Q1 | $26.1M | Buy |
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|
2023
Q4 | $27.9M | Sell |
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|
2023
Q3 | $25.9M | Buy |
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|
2023
Q2 | $28.4M | Sell |
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|
2023
Q1 | $24.4M | Sell |
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|
2022
Q4 | $19.3M | Sell |
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|
2022
Q3 | $20.6M | Buy |
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|
2022
Q2 | $20.3M | Sell |
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|
2022
Q1 | $26.2M | Buy |
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|
2021
Q4 | $26.2M | Buy |
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|
2021
Q3 | $19.7M | Sell |
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|
2021
Q2 | $19.1M | Buy |
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|
2021
Q1 | $16.9M | Buy |
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|
2020
Q4 | $18.1M | Sell |
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|
2020
Q3 | $16.2M | Sell |
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|
2020
Q2 | $13M | Buy |
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|
2020
Q1 | $8.96M | Sell |
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|
2019
Q4 | $10.4M | Buy |
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|
2019
Q3 | $7.5M | Sell |
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|
2019
Q2 | $8.12M | Sell |
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|
2019
Q1 | $7.81M | Buy |
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|
2018
Q4 | $6.38M | Buy |
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|
2018
Q3 | $8.95M | Buy |
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|
2018
Q2 | $7.3M | Buy |
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|
2018
Q1 | $6.55M | Sell |
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|
2017
Q4 | $6.7M | Buy |
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|
2017
Q3 | $6M | Buy |
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|
2017
Q2 | $5.54M | Buy |
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|
2017
Q1 | $5.02M | Sell |
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|
2016
Q4 | $4.05M | Buy |
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|
2016
Q3 | $3.94M | Sell |
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|
2016
Q2 | $3.36M | Sell |
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|
2016
Q1 | $4.16M | Buy |
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|
2015
Q4 | $3.97M | Sell |
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|
2015
Q3 | $4.41M | Buy |
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|
2015
Q2 | $4.82M | Buy |
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|
2015
Q1 | $4.77M | Buy |
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|
2014
Q4 | $3.95M | Buy |
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|
2014
Q3 | $1.83M | Buy |
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|
2014
Q2 | $1.37M | Buy |
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|
2014
Q1 | $1.08M | Buy |
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|
2013
Q4 | $1.08M | Buy |
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|
2013
Q3 | $906K | Sell |
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|
2013
Q2 | $1.75M | Buy |
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