Trellis Wealth 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 | $860K | Hold |
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|
2025
Q1 | $931K | Sell |
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|
2024
Q4 | $1.72M | Hold |
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|
2024
Q3 | $1.6M | Buy |
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|
2024
Q2 | $861K | Hold |
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|
2024
Q1 | $701K | Sell |
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|
2023
Q4 | $896K | Hold |
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|
2023
Q3 | $796K | Hold |
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|
2023
Q2 | $902K | Buy |
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|
2023
Q1 | $767K | Hold |
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|
2022
Q4 | $604K | Buy |
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