Tobias Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.51M | Sell |
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|
2025
Q1 | $4.89M | Buy |
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|
2024
Q4 | $5.35M | Buy |
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|
2024
Q3 | $4.71M | Sell |
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|
2024
Q2 | $4.44M | Buy |
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|
2024
Q1 | $3.51M | Buy |
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|
2023
Q4 | $3.67M | Buy |
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|
2023
Q3 | $3.2M | Sell |
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|
2023
Q2 | $3.63M | Sell |
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|
2023
Q1 | $3.12M | Buy |
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|
2022
Q4 | $2.27M | Buy |
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|
2022
Q3 | $2.39M | Sell |
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|
2022
Q2 | $2.86M | Buy |
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|
2022
Q1 | $3.3M | Sell |
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|
2021
Q4 | $43M | Buy |
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|
2021
Q3 | $2.53M | Buy |
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|
2021
Q2 | $2.35M | Sell |
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|
2021
Q1 | $2.1M | Sell |
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|
2020
Q4 | $2.41M | Sell |
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|
2020
Q3 | $2.26M | Buy |
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|
2020
Q2 | $1.7M | Sell |
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|
2020
Q1 | $1.68M | Buy |
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|
2019
Q4 | $1.94M | Buy |
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