Wealth Enhancement & Preservation of GA’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $864K | Buy |
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|
2022
Q4 | $643K | Buy |
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|
2022
Q3 | $538K | Sell |
|
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|
2022
Q2 | $1.31M | Sell |
|
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|
2022
Q1 | $1.76M | Buy |
|
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|
2021
Q4 | $1.77M | Buy |
|
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|
2021
Q3 | $1.4M | Buy |
|
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|
2021
Q2 | $1.3M | Buy |
|
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|
2021
Q1 | $1.09M | Buy |
|
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|
2020
Q4 | $1.06M | Sell |
|
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|
2020
Q3 | $1.78M | Buy |
|
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|
2020
Q2 | $639K | Sell |
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|
2020
Q1 | $712K | Sell |
|
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|
2019
Q4 | $2.02M | Buy |
|