Wealth Dimensions Group’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 | $16.3M | Sell |
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|
2025
Q2 | $13.4M | Sell |
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|
2025
Q1 | $14.6M | Buy |
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|
2024
Q4 | $16.3M | Buy |
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|
2024
Q3 | $14.3M | Sell |
|
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|
2024
Q2 | $13M | Buy |
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|
2024
Q1 | $10.5M | Sell |
|
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|
2023
Q4 | $12.6M | Buy |
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|
2023
Q3 | $11.1M | Buy |
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|
2023
Q2 | $12.5M | Sell |
|
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|
2023
Q1 | $10.7M | Sell |
|
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|
2022
Q4 | $8.79M | Buy |
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|
2022
Q3 | $9.32M | Buy |
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|
2022
Q2 | $9.22M | Buy |
|
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|
2022
Q1 | $11.7M | Buy |
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|
2021
Q4 | $11.7M | Sell |
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|
2021
Q3 | $9.42M | Buy |
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|
2021
Q2 | $8.63M | Buy |
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|
2021
Q1 | $7.57M | Buy |
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|
2020
Q4 | $7.96M | Buy |
|