US Financial 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
Q1 | $8.63M | Buy |
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2024
Q4 | $3.52M | Buy |
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2024
Q3 | $3.19M | Sell |
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2024
Q2 | $3.06M | Sell |
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2024
Q1 | $2.58M | Buy |
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2023
Q4 | $2.85M | Buy |
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2023
Q3 | $2.34M | Sell |
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2023
Q2 | $2.77M | Sell |
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2023
Q1 | $2.37M | Buy |
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2022
Q4 | $1.82M | Buy |
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2022
Q3 | $1.78M | Buy |
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2022
Q2 | $1.56M | Hold |
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2022
Q1 | $1.99M | Hold |
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2021
Q4 | $2.03M | Buy |
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2021
Q3 | $1.52M | Hold |
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2021
Q2 | $1.48M | Sell |
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2021
Q1 | $2.02M | Sell |
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2020
Q4 | $2.3M | Buy |
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2016
Q2 | $216K | Hold |
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2016
Q1 | $216K | Sell |
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2015
Q4 | $779K | Buy |
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2015
Q3 | $552K | Buy |
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2015
Q2 | $476K | Sell |
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2015
Q1 | $808K | Buy |
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2014
Q4 | $714K | Buy |
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