Tolleson 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
Q2 | $1.58M | Buy |
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|
2025
Q1 | $1.7M | Sell |
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|
2024
Q4 | $2.9M | Buy |
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|
2024
Q3 | $1.91M | Sell |
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|
2024
Q2 | $1.73M | Buy |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $2.11M | Buy |
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|
2023
Q3 | $1.86M | Sell |
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|
2023
Q2 | $2.55M | Buy |
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|
2023
Q1 | $1.26M | Sell |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $1.06M | Hold |
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|
2022
Q2 | $1.05M | Hold |
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|
2022
Q1 | $1.34M | Hold |
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|
2021
Q4 | $1.36M | Hold |
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|
2021
Q3 | $1.08M | Sell |
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|
2021
Q2 | $1.14M | Sell |
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|
2021
Q1 | $1.06M | Buy |
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|
2020
Q4 | $1.1M | Hold |
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|
2020
Q3 | $961K | Hold |
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|
2020
Q2 | $757K | Hold |
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|
2020
Q1 | $528K | Sell |
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|
2019
Q4 | $766K | Buy |
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|
2019
Q3 | $465K | Sell |
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|
2019
Q2 | $662K | Hold |
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|
2019
Q1 | $636K | Hold |
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|
2018
Q4 | $528K | Buy |
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