SOA 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 | $58.1M | Sell |
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|
2025
Q2 | $47M | Sell |
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|
2025
Q1 | $50M | Buy |
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|
2024
Q4 | $59.9M | Sell |
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|
2024
Q3 | $56.4M | Sell |
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|
2024
Q2 | $51.9M | Sell |
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|
2024
Q1 | $43.6M | Sell |
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|
2023
Q4 | $49.4M | Sell |
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|
2023
Q3 | $44.2M | Sell |
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|
2023
Q2 | $50.3M | Sell |
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|
2023
Q1 | $43.5M | Sell |
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|
2022
Q4 | $34.8M | Sell |
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|
2022
Q3 | $37.7M | Sell |
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|
2022
Q2 | $37.9M | Sell |
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|
2022
Q1 | $49M | Buy |
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|
2021
Q4 | $49M | Sell |
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|
2021
Q3 | $40.4M | Buy |
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|
2021
Q2 | $38.1M | Buy |
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|
2021
Q1 | $32.9M | Buy |
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|
2020
Q4 | $36.3M | Buy |
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