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
2024
Q3
$12.9M Buy
2024
Q2
$11.6M Buy
2024
Q1
$9.44M Buy
2023
Q4
$10.6M Sell
2023
Q3
$9.57M Sell
2023
Q2
$11.7M Sell
2023
Q1
$9.97M Sell
2022
Q4
$7.9M Sell
2022
Q3
$8.79M Sell
2022
Q2
$8.71M Buy
2022
Q1
$11M Buy
2021
Q4
$11.1M Sell
2021
Q3
$8.95M Sell
2021
Q2
$8.92M Buy
2021
Q1
$8.07K Sell
2020
Q4
$7.47M Sell
2020
Q3
$6.62M Sell
2020
Q2
$6.76M Buy
2020
Q1
$4.71M Buy
2019
Q4
$5.19M Buy