Wade Financial Advisory’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 | $3.46M | Sell |
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|
2024
Q4 | $4.08M | Sell |
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|
2024
Q3 | $3.84M | Sell |
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|
2024
Q2 | $3.55M | Sell |
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|
2024
Q1 | $3.1M | Sell |
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|
2023
Q4 | $3.63M | Sell |
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|
2023
Q3 | $3.39M | Sell |
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|
2023
Q2 | $4.11M | Sell |
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|
2023
Q1 | $3.62M | Buy |
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|
2022
Q4 | $2.81M | Sell |
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|
2022
Q3 | $3.03M | Sell |
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|
2022
Q2 | $3.08M | Sell |
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|
2022
Q1 | $3.97M | Sell |
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|
2021
Q4 | $4.13M | Sell |
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|
2021
Q3 | $3.37M | Sell |
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|
2021
Q2 | $4.06M | Buy |
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|
2021
Q1 | $2.56M | Sell |
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|
2020
Q4 | $2.79M | Sell |
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|
2020
Q3 | $2.65M | Sell |
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|
2020
Q2 | $2.11M | Buy |
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|
2020
Q1 | $1.32M | Sell |
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|
2019
Q4 | $1.59M | Buy |
|