Worth Financial Advisory Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.48M | Buy |
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|
2025
Q1 | $5.69M | Buy |
|
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|
2024
Q4 | $6.31M | Sell |
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|
2024
Q3 | $9.14M | Buy |
|
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|
2024
Q2 | $5.5M | Sell |
|
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|
2024
Q1 | $4.52M | Buy |
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|
2023
Q4 | $4.8M | Buy |
|
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|
2023
Q3 | $4.25M | Buy |
|
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|
2023
Q2 | $4.7M | Sell |
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|
2023
Q1 | $4.1M | Buy |
|
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|
2022
Q4 | $3.13M | Buy |
|