WealthSource Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $28.7M | Sell |
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|
2023
Q3 | $26.6M | Sell |
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|
2023
Q2 | $33.2M | Sell |
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|
2023
Q1 | $29.2M | Sell |
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|
2022
Q4 | $24.6M | Sell |
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|
2022
Q3 | $29.6M | Sell |
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|
2022
Q2 | $31.8M | Sell |
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|
2022
Q1 | $51M | Buy |
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|
2021
Q4 | $32.5M | Sell |
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|
2021
Q3 | $27.1M | Sell |
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|
2021
Q2 | $27.5M | Sell |
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|
2021
Q1 | $24.8M | Buy |
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|
2020
Q4 | $24.9M | Sell |
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|
2020
Q3 | $24.7M | Sell |
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|
2020
Q2 | $20.6M | Sell |
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|
2020
Q1 | $15M | Sell |
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|
2019
Q4 | $18.6M | Sell |
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|
2019
Q3 | $14.7M | Buy |
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|
2019
Q2 | $12.9M | Buy |
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|
2019
Q1 | $9.63M | Buy |
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|
2018
Q4 | $6.41M | Buy |
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|
2018
Q3 | $9.16M | Buy |
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|
2018
Q2 | $7.11M | Buy |
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|
2018
Q1 | $5.88M | Buy |
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|
2017
Q4 | $5.01M | Buy |
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|
2017
Q3 | $4.54M | Sell |
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|
2017
Q2 | $4.28M | Sell |
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|
2017
Q1 | $4.38M | Buy |
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|
2016
Q4 | $3.35M | Sell |
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|
2016
Q3 | $3.61M | Sell |
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|
2016
Q2 | $5.85M | Sell |
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|
2016
Q1 | $6.8M | Buy |
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