Soundmark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.95M | Buy |
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|
2023
Q4 | $2.19M | Hold |
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|
2023
Q3 | $1.94M | Sell |
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|
2023
Q2 | $2.43M | Buy |
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|
2023
Q1 | $1.85M | Buy |
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|
2022
Q4 | $1.45M | Sell |
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|
2022
Q3 | $1.56M | Sell |
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|
2022
Q2 | $1.58M | Buy |
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|
2022
Q1 | $1.81M | Buy |
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|
2021
Q4 | $1.82M | Sell |
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|
2021
Q3 | $2.17M | Buy |
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|
2021
Q2 | $1.98M | Buy |
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|
2021
Q1 | $1.64M | Sell |
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|
2020
Q4 | $2.23M | Buy |
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