Archvest 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
$5.36M Sell
2025
Q2
$4.97M Sell
2025
Q1
$5.52M Sell
2024
Q4
$6.5M Buy
2024
Q3
$5.83M Sell
2024
Q2
$5.68M Sell
2024
Q1
$4.48M Buy
2023
Q4
$4.84M Sell
2023
Q3
$4.48M Sell
2023
Q2
$5.13M Sell
2023
Q1
$4.56M Buy
2022
Q4
$3.36M Buy
2022
Q3
$3.53M Sell
2022
Q2
$3.5M Buy
2022
Q1
$4.31M Sell
2021
Q4
$4.43M Buy