Smith & Howard 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 | $3.05M | Buy |
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|
2025
Q1 | $3.2M | Sell |
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|
2024
Q4 | $3.63M | Buy |
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|
2024
Q3 | $3.14M | Buy |
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|
2024
Q2 | $2.82M | Sell |
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|
2024
Q1 | $2.3M | Sell |
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|
2023
Q4 | $2.8M | Buy |
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|
2023
Q3 | $2.28M | Sell |
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|
2023
Q2 | $2.65M | Buy |
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|
2023
Q1 | $2.05M | Sell |
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|
2022
Q4 | $1.91M | Sell |
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|
2022
Q3 | $2.3M | Buy |
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|
2022
Q2 | $2.21M | Buy |
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|
2022
Q1 | $2.07M | Sell |
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|
2021
Q4 | $2.56M | Sell |
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|
2021
Q3 | $2.46M | Sell |
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|
2021
Q2 | $2.41M | Sell |
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|
2021
Q1 | $2.19M | Buy |
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|
2020
Q4 | $2.04M | Sell |
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|
2020
Q3 | $2M | Sell |
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|
2020
Q2 | $1.58M | Sell |
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|
2020
Q1 | $1.19M | Sell |
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|
2019
Q4 | $1.44M | Buy |
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|
2019
Q3 | $907K | Buy |
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|
2019
Q2 | $725K | Sell |
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|
2019
Q1 | $922K | Buy |
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|
2018
Q4 | $763K | Buy |
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|
2018
Q3 | $994K | Sell |
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|
2018
Q2 | $1.24M | Buy |
|
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|
2018
Q1 | $768K | Buy |
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|
2017
Q4 | $773K | Hold |
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|
2017
Q3 | $704K | Sell |
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|
2017
Q2 | $820K | Buy |
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|
2017
Q1 | $646K | Sell |
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|
2016
Q4 | $596K | Sell |
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|
2016
Q3 | $595K | Sell |
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|
2016
Q2 | $626K | Sell |
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|
2016
Q1 | $984K | Buy |
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|
2015
Q4 | $806K | Sell |
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|
2015
Q3 | $946K | Sell |
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|
2015
Q2 | $1.09M | Buy |
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|
2015
Q1 | $1.05M | Buy |
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|
2014
Q4 | $828K | Sell |
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|
2014
Q3 | $784K | Sell |
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|
2014
Q2 | $825K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $613K | Sell |
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|
2013
Q3 | $526K | Buy |
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|
2013
Q2 | $429K | Buy |
|