Worth Asset 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 | $4.42M | Buy |
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2025
Q2 | $3.46M | Sell |
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2025
Q1 | $3.9M | Sell |
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2024
Q4 | $4.67M | Sell |
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2024
Q3 | $5.54M | Buy |
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2024
Q2 | $4.04M | Buy |
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2024
Q1 | $3.27M | Sell |
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2023
Q4 | $3.94M | Sell |
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2023
Q3 | $3.69M | Sell |
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2023
Q2 | $4.25M | Buy |
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2023
Q1 | $3.56M | Sell |
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2022
Q4 | $2.81M | Buy |
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2022
Q3 | $2.88M | Sell |
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2022
Q2 | $2.9M | Sell |
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2022
Q1 | $3.07M | Buy |
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