Sound View Wealth Advisors Group’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 | $60.3M | Buy |
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|
2025
Q1 | $64M | Sell |
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|
2024
Q4 | $77.4M | Buy |
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|
2024
Q3 | $71.9M | Buy |
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|
2024
Q2 | $48.1M | Sell |
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|
2024
Q1 | $40.6M | Sell |
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|
2023
Q4 | $54M | Buy |
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|
2023
Q3 | $41.5M | Buy |
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|
2023
Q2 | $43.2M | Sell |
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|
2023
Q1 | $40.6M | Sell |
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|
2022
Q4 | $54M | Buy |
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|
2022
Q3 | $17.9M | Buy |
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|
2022
Q2 | $17.7M | Buy |
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|
2022
Q1 | $22.4M | Buy |
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|
2021
Q4 | $22.6M | Sell |
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|
2021
Q3 | $18.3M | Buy |
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|
2021
Q2 | $17.3M | Buy |
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|
2021
Q1 | $15.3M | Sell |
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|
2020
Q4 | $17.1M | Buy |
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|
2020
Q3 | $14.8M | Sell |
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|
2020
Q2 | $11.9M | Buy |
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|
2020
Q1 | $8.23M | Sell |
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|
2019
Q4 | $9.77M | Sell |
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|
2019
Q3 | $7.8M | Sell |
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|
2019
Q2 | $7.34M | Buy |
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