Sightline 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 | $961K | Sell |
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|
2025
Q2 | $787K | Sell |
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|
2025
Q1 | $1.06M | Hold |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.11M | Hold |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $540K | Buy |
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|
2023
Q4 | $535K | Hold |
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|
2023
Q3 | $476K | Buy |
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|
2023
Q2 | $458K | Buy |
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|
2023
Q1 | $451K | Sell |
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|
2022
Q4 | $509K | Buy |
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|
2022
Q3 | $232K | Hold |
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|
2022
Q2 | $221K | Hold |
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|
2022
Q1 | $285K | Sell |
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|
2021
Q4 | $299K | Hold |
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|
2021
Q3 | $235K | Buy |
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