WealthOne’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 | $17.4M | Buy |
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|
2023
Q2 | $19.2M | Buy |
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|
2023
Q1 | $15.5M | Buy |
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|
2022
Q4 | $11.5M | Buy |
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|
2022
Q3 | $11.7M | Sell |
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|
2022
Q2 | $12.4M | Buy |
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|
2022
Q1 | $15.4M | Buy |
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|
2021
Q4 | $14.9M | Buy |
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|
2021
Q3 | $11.6M | Buy |
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|
2021
Q2 | $11.2M | Buy |
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|
2021
Q1 | $9.89M | Buy |
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|
2020
Q4 | $9.81M | Buy |
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|
2020
Q3 | $7.95M | Sell |
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|
2020
Q2 | $7.02M | Buy |
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|
2020
Q1 | $4.65M | Buy |
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|
2019
Q4 | $3.94M | Buy |
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|
2019
Q3 | $2.95M | Sell |
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|
2019
Q2 | $2.63M | Buy |
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|
2019
Q1 | $2.53M | Sell |
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|
2018
Q4 | $2.01M | Buy |
|