Wechter Feldman Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | $1.11M | Sell |
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2021
Q1 | $1.16M | Hold |
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2020
Q4 | $1.26M | Hold |
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2020
Q3 | $1.1M | Buy |
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2020
Q2 | $822K | Buy |
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2020
Q1 | $571K | Sell |
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2019
Q4 | $892K | Buy |
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2019
Q3 | $680K | Buy |
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2019
Q2 | $601K | Buy |
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2019
Q1 | $577K | Buy |
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2018
Q4 | $479K | Buy |
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2018
Q3 | $685K | Buy |
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2018
Q2 | $540K | Buy |
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2018
Q1 | $379K | Buy |
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2017
Q4 | $370K | Buy |
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2017
Q3 | $283K | Buy |
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2017
Q2 | $250K | Buy |
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2017
Q1 | $249K | Sell |
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2016
Q4 | $256K | Buy |
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