Steward Partners Investment Advisory’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 | $429M | Sell |
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|
2025
Q1 | $477M | Sell |
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|
2024
Q4 | $544M | Buy |
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|
2024
Q3 | $499M | Buy |
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|
2024
Q2 | $425M | Buy |
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|
2024
Q1 | $341M | Buy |
|
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|
2023
Q4 | $377M | Buy |
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|
2023
Q3 | $330M | Buy |
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|
2023
Q2 | $361M | Buy |
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|
2023
Q1 | $306M | Buy |
|
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|
2022
Q4 | $241M | Sell |
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|
2022
Q3 | $259M | Buy |
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|
2022
Q2 | $251M | Buy |
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|
2022
Q1 | $319M | Sell |
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|
2021
Q4 | $331M | Buy |
|
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|
2021
Q3 | $258M | Buy |
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|
2021
Q2 | $243M | Sell |
|
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|
2021
Q1 | $262M | Buy |
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|
2020
Q4 | $235M | Sell |
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|
2020
Q3 | $207M | Buy |
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|
2020
Q2 | $157M | Buy |
|
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|
2020
Q1 | $106M | Buy |
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|
2019
Q4 | $120M | Sell |
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|
2019
Q3 | $91.8M | Buy |
|
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|
2019
Q2 | $78.4M | Sell |
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|
2019
Q1 | $75.7M | Buy |
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|
2018
Q4 | $60.4M | Buy |
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|
2018
Q3 | $78.8M | Buy |
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|
2018
Q2 | $59.9M | Buy |
|
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|
2018
Q1 | $50.2M | Buy |
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|
2017
Q4 | $48.4M | Buy |
|
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|
2017
Q3 | $35.5M | Buy |
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|
2017
Q2 | $31M | Buy |
|
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|
2017
Q1 | $27.2M | Buy |
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|
2016
Q4 | $6.9M | Buy |
|