Websterrogers Financial Advisors’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 | $1.53M | Sell |
|
|||||
|
2025
Q2 | $1.27M | Sell |
|
|||||
|
2025
Q1 | $1.43M | Sell |
|
|||||
|
2024
Q4 | $1.71M | Buy |
|
|||||
|
2024
Q3 | $1.05M | Sell |
|
|||||
|
2024
Q2 | $971K | Sell |
|
|||||
|
2024
Q1 | $916K | Sell |
|
|||||
|
2023
Q4 | $1.2M | Buy |
|
|||||
|
2023
Q3 | $904K | Sell |
|
|||||
|
2023
Q2 | $1.02M | Sell |
|
|||||
|
2023
Q1 | $954K | Sell |
|
|||||
|
2022
Q4 | $768K | Sell |
|
|||||
|
2022
Q3 | $975K | Sell |
|
|||||
|
2022
Q2 | $1M | Sell |
|
|||||
|
2022
Q1 | $1.83M | Buy |
|
|||||
|
2021
Q4 | $441K | Sell |
|
|||||
|
2021
Q3 | $449K | Sell |
|
|||||
|
2021
Q2 | $695K | Sell |
|
|||||
|
2021
Q1 | $608K | Buy |
|
|||||
|
2020
Q4 | $616K | Buy |
|