Strategic Family Wealth Counselors’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 | $6.37M | Buy |
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|
2025
Q1 | $6.75M | Buy |
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|
2024
Q4 | $7.48M | Buy |
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|
2024
Q3 | $6.35M | Buy |
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|
2024
Q2 | $5.65M | Sell |
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|
2024
Q1 | $4.63M | Sell |
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|
2023
Q4 | $6.53M | Buy |
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|
2023
Q3 | $5.8M | Buy |
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|
2023
Q2 | $6.56M | Sell |
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|
2023
Q1 | $5.57M | Buy |
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|
2022
Q4 | $4.1M | Buy |
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|
2022
Q3 | $4.36M | Buy |
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|
2022
Q2 | $4.28M | Buy |
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|
2022
Q1 | $5.29M | Buy |
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|
2021
Q4 | $5.38M | Buy |
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|
2021
Q3 | $4.29M | Buy |
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|
2021
Q2 | $3.94M | Buy |
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|
2021
Q1 | $3.5M | Buy |
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|
2020
Q4 | $3.69M | Buy |
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|
2020
Q3 | $3.11M | Buy |
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|
2020
Q2 | $2.44M | Buy |
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|
2020
Q1 | $1.31M | Sell |
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|
2019
Q4 | $1.58M | Buy |
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|
2019
Q3 | $1.2M | Sell |
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|
2019
Q2 | $1.15M | Buy |
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|
2019
Q1 | $1.1M | Buy |
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|
2018
Q4 | $914K | Buy |
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