Source Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.48M | Buy |
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|
2024
Q2 | $4.01M | Sell |
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|
2024
Q1 | $3.31M | Sell |
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|
2023
Q4 | $4.28M | Sell |
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|
2023
Q3 | $3.85M | Buy |
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|
2023
Q2 | $4.34M | Buy |
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|
2023
Q1 | $3.57M | Sell |
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|
2022
Q4 | $3M | Buy |
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|
2022
Q3 | $2.88M | Buy |
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|
2022
Q2 | $2.63M | Buy |
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|
2022
Q1 | $3.28M | Buy |
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|
2021
Q4 | $3.05M | Sell |
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|
2021
Q3 | $2.54M | Buy |
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|
2021
Q2 | $2.35M | Buy |
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|
2021
Q1 | $2.02M | Buy |
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|
2020
Q4 | $1.96M | Buy |
|