Taylor & Morgan 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
2025
Q3
$6.98M Buy
2025
Q2
$5.62M Sell
2025
Q1
$6.16M Sell
2024
Q4
$7.07M Sell
2024
Q3
$7.13M Sell
2024
Q2
$6.63M Sell
2024
Q1
$5.43M Sell
2023
Q4
$6.32M Buy
2023
Q3
$5.61M Buy
2023
Q2
$6.22M Sell
2023
Q1
$5.42M Buy
2022
Q4
$4.23M Buy
2022
Q3
$4.45M Sell
2022
Q2
$4.46M Buy
2022
Q1
$5.39M Buy
2021
Q4
$5.33M Buy