Sugarloaf Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $13.9M | Buy |
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|
2024
Q3 | $12.9M | Buy |
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|
2024
Q2 | $11.6M | Buy |
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|
2024
Q1 | $9.44M | Buy |
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|
2023
Q4 | $10.6M | Sell |
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|
2023
Q3 | $9.57M | Sell |
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|
2023
Q2 | $11.7M | Sell |
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|
2023
Q1 | $9.97M | Sell |
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|
2022
Q4 | $7.9M | Sell |
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|
2022
Q3 | $8.79M | Sell |
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|
2022
Q2 | $8.71M | Buy |
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|
2022
Q1 | $11M | Buy |
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|
2021
Q4 | $11.1M | Sell |
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|
2021
Q3 | $8.95M | Sell |
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|
2021
Q2 | $8.92M | Buy |
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|
2021
Q1 | $8.07K | Sell |
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|
2020
Q4 | $7.47M | Sell |
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|
2020
Q3 | $6.62M | Sell |
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|
2020
Q2 | $6.76M | Buy |
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|
2020
Q1 | $4.71M | Buy |
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|
2019
Q4 | $5.19M | Buy |
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