Strategic Wealth Investment 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 | $2.26M | Buy |
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|
2025
Q1 | $2.2M | Sell |
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|
2024
Q4 | $44.8M | Sell |
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|
2024
Q3 | $41.1M | Sell |
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|
2024
Q2 | $50.1M | Buy |
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|
2023
Q4 | $35.6M | Buy |
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|
2023
Q3 | $28.6M | Buy |
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|
2023
Q2 | $30.2M | Buy |
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|
2023
Q1 | $24.2M | Buy |
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|
2022
Q4 | $16.5M | Buy |
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|
2022
Q3 | $15.3M | Buy |
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|
2022
Q2 | $14M | Sell |
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|
2022
Q1 | $20.2M | Buy |
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|
2021
Q4 | $18.8M | Buy |
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|
2021
Q3 | $14.4M | Buy |
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|
2021
Q2 | $12.1M | Buy |
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|
2021
Q1 | $8.41M | Buy |
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|
2020
Q4 | $8.2M | Buy |
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|
2020
Q3 | $7M | Buy |
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|
2020
Q2 | $5.29M | Sell |
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|
2020
Q1 | $3.73M | Sell |
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|
2019
Q4 | $4.46M | Buy |
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