Traverso Chambers Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $9.2M | Buy |
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|
2023
Q3 | $6.86M | Buy |
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|
2023
Q2 | $7.75M | Buy |
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|
2023
Q1 | $6.55M | Buy |
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|
2022
Q4 | $4.99M | Buy |
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|
2022
Q3 | $5.25M | Sell |
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|
2022
Q2 | $5.2M | Buy |
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|
2022
Q1 | $6.59M | Buy |
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|
2021
Q4 | $6.7M | Hold |
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|
2021
Q3 | $5.34M | Sell |
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|
2021
Q2 | $5.32M | Buy |
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|
2021
Q1 | $4.74M | Buy |
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|
2020
Q4 | $5.15M | Sell |
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|
2020
Q3 | $4.54M | Buy |
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|
2020
Q2 | $3.52M | Sell |
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|
2020
Q1 | $2.47M | Buy |
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|
2019
Q4 | $2.85M | Sell |
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|
2019
Q3 | $2.27M | Sell |
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|
2019
Q2 | $2.06M | Buy |
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|
2019
Q1 | $1.93M | Sell |
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|
2018
Q4 | $1.61M | Buy |
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