Surevest’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $11M | Buy |
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|
2022
Q2 | $9.68M | Buy |
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|
2022
Q1 | $12.2M | Sell |
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|
2021
Q4 | $14.7M | Sell |
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|
2021
Q3 | $12.1M | Buy |
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|
2021
Q2 | $9.98M | Buy |
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|
2021
Q1 | $8.1M | Sell |
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|
2020
Q4 | $9.87M | Sell |
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|
2020
Q3 | $8.62M | Sell |
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|
2020
Q2 | $7.45M | Buy |
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|
2020
Q1 | $4.58M | Buy |
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|
2019
Q4 | $2.62M | Sell |
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|
2019
Q3 | $2.13M | Sell |
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|
2019
Q2 | $1.89M | Sell |
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|
2019
Q1 | $2.48M | Buy |
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|
2018
Q4 | $1.92M | Buy |
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