VERITY 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 | $590K | Hold |
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|
2025
Q2 | $476K | Hold |
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|
2025
Q1 | $515K | Hold |
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|
2024
Q4 | $580K | Hold |
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|
2024
Q3 | $540K | Hold |
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|
2024
Q2 | $488K | Hold |
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|
2024
Q1 | $397K | Buy |
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|
2023
Q4 | $339K | Hold |
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|
2023
Q3 | $302K | Hold |
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|
2023
Q2 | $342K | Hold |
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|
2023
Q1 | $291K | Sell |
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|
2022
Q4 | $301K | Hold |
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|
2022
Q3 | $320K | Hold |
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|
2022
Q2 | $317K | Buy |
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|
2022
Q1 | $399K | Hold |
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|
2021
Q4 | $406K | Hold |
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|
2021
Q3 | $323K | Hold |
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|
2021
Q2 | $313K | Hold |
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|
2021
Q1 | $279K | Hold |
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|
2020
Q4 | $303K | Buy |
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|
2020
Q3 | $200K | Buy |
|