Topel & Distasi 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 | $830K | Hold |
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|
2025
Q1 | $898K | Sell |
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|
2024
Q4 | $1.17M | Hold |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $846K | Hold |
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|
2024
Q1 | $689K | Sell |
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|
2023
Q4 | $900K | Sell |
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|
2023
Q3 | $818K | Sell |
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|
2023
Q2 | $968K | Sell |
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $644K | Hold |
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|
2022
Q3 | $735K | Sell |
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|
2022
Q2 | $690K | Hold |
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|
2022
Q1 | $882K | Sell |
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|
2021
Q4 | $1.01M | Buy |
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