SFG 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
Q2 | $2.55M | Sell |
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|
2025
Q1 | $2.82M | Sell |
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|
2024
Q4 | $3.43M | Sell |
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|
2024
Q3 | $3.2M | Buy |
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|
2024
Q2 | $2.86M | Sell |
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|
2024
Q1 | $2.4M | Sell |
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|
2023
Q4 | $2.95M | Buy |
|
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|
2023
Q3 | $2.62M | Sell |
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|
2023
Q2 | $3M | Buy |
|
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|
2023
Q1 | $1.94M | Sell |
|
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|
2022
Q4 | $1.53M | Sell |
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|
2022
Q3 | $1.74M | Sell |
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|
2022
Q2 | $1.78M | Sell |
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|
2022
Q1 | $2.28M | Sell |
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|
2021
Q4 | $2.33M | Buy |
|