U.S. Capital 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
Q3 | $103M | Buy |
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|
2025
Q2 | $81.8M | Sell |
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|
2025
Q1 | $91.7M | Buy |
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|
2024
Q4 | $100M | Buy |
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|
2024
Q3 | $82.7M | Buy |
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|
2024
Q2 | $68.7M | Buy |
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|
2024
Q1 | $54.4M | Sell |
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|
2023
Q4 | $63.3M | Sell |
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|
2023
Q3 | $58.5M | Buy |
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|
2023
Q2 | $65.9M | Buy |
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|
2023
Q1 | $51.7M | Sell |
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|
2022
Q4 | $41.7M | Buy |
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|
2022
Q3 | $43.9M | Sell |
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|
2022
Q2 | $46.2M | Sell |
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|
2022
Q1 | $60.7M | Sell |
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|
2021
Q4 | $64.5M | Sell |
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|
2021
Q3 | $53.9M | Buy |
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