Wiser 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3M | Buy |
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|
2025
Q2 | $2.31M | Buy |
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|
2025
Q1 | $2.41M | Buy |
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|
2024
Q4 | $2.62M | Buy |
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|
2024
Q3 | $2.17M | Buy |
|
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|
2024
Q2 | $1.83M | Sell |
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|
2024
Q1 | $1.64M | Buy |
|
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|
2023
Q4 | $1.65M | Buy |
|
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|
2023
Q3 | $885K | Buy |
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|
2023
Q2 | $960K | Hold |
|
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|
2023
Q1 | $816K | Buy |
|
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|
2022
Q4 | $631K | Sell |
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|
2022
Q3 | $853K | Sell |
|
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|
2022
Q2 | $1.07M | Buy |
|
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $704K | Buy |
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|
2021
Q2 | $501K | Buy |
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|
2021
Q1 | $413K | Sell |
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|
2020
Q4 | $478K | Buy |
|