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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $51.5M | Buy |
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|
2023
Q2 | $56.5M | Sell |
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|
2023
Q1 | $48.6M | Sell |
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|
2022
Q4 | $39.9M | Sell |
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|
2022
Q3 | $42.6M | Buy |
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|
2022
Q2 | $41.9M | Sell |
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|
2022
Q1 | $54.5M | Buy |
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|
2021
Q4 | $55M | Buy |
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|
2021
Q3 | $42.4M | Sell |
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|
2021
Q2 | $44.3M | Buy |
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|
2021
Q1 | $39.6M | Sell |
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|
2020
Q4 | $40.9M | Sell |
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|
2020
Q3 | $37.2M | Buy |
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|
2020
Q2 | $27M | Buy |
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|
2020
Q1 | $20.7M | Buy |
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|
2019
Q4 | $22.2M | Buy |
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