Sweet Financial Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.89M | Sell |
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|
2024
Q2 | $8.33M | Buy |
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|
2024
Q1 | $6.73M | Buy |
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|
2023
Q4 | $6.91M | Buy |
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|
2023
Q3 | $5.69M | Buy |
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|
2023
Q2 | $6.41M | Buy |
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|
2023
Q1 | $5.16M | Buy |
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|
2022
Q4 | $3.82M | Buy |
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|
2022
Q3 | $3.5M | Buy |
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|
2022
Q2 | $3.42M | Buy |
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|
2022
Q1 | $4.14M | Buy |
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|
2021
Q4 | $3.06M | Buy |
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