Amplius Wealth Advisors’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
$12.3M Sell
2025
Q2
$12.9M Buy
2025
Q1
$13.2M Sell
2024
Q4
$15M Buy
2024
Q3
$13.8M Buy
2024
Q2
$12.4M Sell
2024
Q1
$10.3M Buy
2023
Q4
$11.5M Buy
2023
Q3
$9.46M Sell
2023
Q2
$10.9M Sell
2023
Q1
$9.54M Buy
2022
Q4
$7.5M Buy
2022
Q3
$7.55M Buy
2022
Q2
$7.14M Sell
2022
Q1
$9.36M Sell
2021
Q4
$10M Buy