Trevian 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 | $1.74M | Buy |
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|
2025
Q1 | $1.81M | Sell |
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|
2024
Q4 | $2.06M | Hold |
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|
2024
Q3 | $1.92M | Buy |
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|
2024
Q2 | $1.74M | Sell |
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|
2024
Q1 | $1.45M | Sell |
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|
2023
Q4 | $1.79M | Buy |
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|
2023
Q3 | $1.5M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.88M | Buy |
|
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|
2022
Q4 | $1.44M | Buy |
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|
2022
Q3 | $1.33M | Buy |
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|
2022
Q2 | $1.3M | Buy |
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|
2022
Q1 | $1.66M | Sell |
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|
2021
Q4 | $1.76M | Buy |
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