Waldron Private Wealth’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 | $23.1M | Sell |
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|
2025
Q1 | $25.1M | Sell |
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|
2024
Q4 | $50.2M | Sell |
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|
2024
Q3 | $47M | Buy |
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|
2024
Q2 | $42.3M | Sell |
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|
2024
Q1 | $35.6M | Sell |
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|
2023
Q4 | $43M | Sell |
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|
2023
Q3 | $40.4M | Sell |
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|
2023
Q2 | $46.4M | Sell |
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|
2023
Q1 | $42.1M | Buy |
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|
2022
Q4 | $34.9M | Hold |
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|
2022
Q3 | $34.9M | Buy |
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|
2022
Q2 | $34.1M | Buy |
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|
2022
Q1 | $42.2M | Buy |
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|
2021
Q4 | $41.4M | Sell |
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|
2021
Q3 | $33.3M | Buy |
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|
2021
Q2 | $26.3M | Sell |
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|
2021
Q1 | $23.7M | Sell |
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|
2020
Q4 | $26.5M | Sell |
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|
2020
Q3 | $23.6M | Buy |
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|
2020
Q2 | $18.2M | Sell |
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|
2020
Q1 | $12.9M | Buy |
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|
2019
Q4 | $14.7M | Buy |
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|
2019
Q3 | $10.7M | Buy |
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|
2019
Q2 | $7.79M | Buy |
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|
2019
Q1 | $7.46M | Buy |
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|
2018
Q4 | $5.81M | Buy |
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|
2018
Q3 | $6.15M | Buy |
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|
2018
Q2 | $4.58M | Buy |
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|
2018
Q1 | $4.14M | Buy |
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|
2017
Q4 | $4.09M | Buy |
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|
2017
Q3 | $3.07M | Buy |
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|
2017
Q2 | $2.64M | Sell |
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|
2017
Q1 | $6.72M | Buy |
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|
2016
Q4 | $3.94M | Buy |
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|
2016
Q3 | $3.74M | Sell |
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|
2016
Q2 | $3.25M | Buy |
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|
2016
Q1 | $3.44M | Sell |
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|
2015
Q4 | $3.49M | Buy |
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|
2015
Q3 | $3.45M | Buy |
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|
2015
Q2 | $3.6M | Buy |
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|
2015
Q1 | $3.44M | Buy |
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|
2014
Q4 | $2.94M | Buy |
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|
2014
Q3 | $2.37M | Sell |
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|
2014
Q2 | $2.19M | Buy |
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|
2014
Q1 | $1.7M | Sell |
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|
2013
Q4 | $2.18M | Buy |
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