Weitzel Financial Services’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$248K Sell
2023
Q4
$370K Hold
2023
Q3
$345K Buy
2023
Q2
$319K Sell
2023
Q1
$323K Buy
2022
Q4
$214K Hold
2022
Q3
$227K Hold
2022
Q2
$225K Buy
2022
Q1
$281K Hold
2021
Q4
$286K Buy
2021
Q3
Sell
2021
Q2
$1.61M Buy