Shira Ridge 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 | $7.76M | Buy |
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|
2025
Q2 | $6.1M | Sell |
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|
2025
Q1 | $6.67M | Buy |
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|
2024
Q4 | $7.43M | Buy |
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|
2024
Q3 | $6.89M | Sell |
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|
2024
Q2 | $6.26M | Sell |
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|
2024
Q1 | $5.12M | Sell |
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|
2023
Q4 | $6.42M | Sell |
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|
2023
Q3 | $5.71M | Buy |
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|
2023
Q2 | $6.2M | Buy |
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|
2023
Q1 | $5.26M | Sell |
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|
2022
Q4 | $4.33M | Buy |
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