Whitaker-Myers Wealth Managers’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 | $2.79M | Sell |
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|
2025
Q2 | $3.31M | Sell |
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|
2025
Q1 | $4.12M | Buy |
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|
2024
Q4 | $4.57M | Buy |
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|
2024
Q3 | $3.7M | Buy |
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|
2024
Q2 | $3.24M | Buy |
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|
2024
Q1 | $2.42M | Buy |
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|
2023
Q4 | $2.25M | Buy |
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|
2023
Q3 | $1.82M | Buy |
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|
2023
Q2 | $1.83M | Buy |
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|
2023
Q1 | $1.45M | Buy |
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|
2022
Q4 | $1.12M | Buy |
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