Strategic Wealth Partners’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 | $34.2M | Buy |
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|
2024
Q4 | $33.5M | Buy |
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|
2024
Q3 | $26.5M | Buy |
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|
2024
Q2 | $23M | Buy |
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|
2024
Q1 | $18.2M | Buy |
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|
2023
Q4 | $18.6M | Buy |
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|
2023
Q3 | $14.8M | Buy |
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|
2023
Q2 | $16.3M | Sell |
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|
2023
Q1 | $14.1M | Buy |
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|
2022
Q4 | $10.5M | Buy |
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|
2022
Q3 | $10.5M | Buy |
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|
2022
Q2 | $9.32M | Buy |
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|
2022
Q1 | $11.8M | Buy |
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|
2021
Q4 | $11.2M | Buy |
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|
2021
Q3 | $8.5M | Buy |
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|
2021
Q2 | $7.52M | Buy |
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|
2021
Q1 | $5.2M | Sell |
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|
2020
Q4 | $6.13M | Buy |
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|
2020
Q3 | $5.26M | Sell |
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|
2020
Q2 | $5.33M | Sell |
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|
2020
Q1 | $4.72M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $481K | Sell |
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|
2019
Q2 | $4.09M | Sell |
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|
2019
Q1 | $4.57M | Buy |
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|
2018
Q4 | $3.57M | Sell |
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|
2018
Q3 | $5.53M | Sell |
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|
2018
Q2 | $4.68M | Sell |
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|
2018
Q1 | $4.95M | Buy |
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|
2017
Q4 | $4.49M | Buy |
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