Wakefield Asset 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 | $1.24M | Hold |
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|
2025
Q1 | $1.34M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $510K | Hold |
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|
2023
Q1 | $433K | Sell |
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|
2022
Q4 | $386K | Hold |
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|
2022
Q3 | $410K | Hold |
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|
2022
Q2 | $406K | Hold |
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|
2022
Q1 | $518K | Hold |
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|
2021
Q4 | $527K | Sell |
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|
2021
Q3 | $426K | Hold |
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|
2021
Q2 | $413K | Buy |
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|
2021
Q1 | $363K | Hold |
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|
2020
Q4 | $394K | Sell |
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|
2020
Q3 | $348K | Hold |
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|
2020
Q2 | $274K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $225K | Buy |
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