Archvest Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.97M | Sell |
24,230
-611
| -2% | -$125K | 4.33% | 7 |
|
|
2025
Q1 | $5.52M | Sell |
24,841
-1,124
| -4% | -$250K | 4.57% | 8 |
|
|
2024
Q4 | $6.5M | Buy |
25,965
+929
| +4% | +$233K | 4.71% | 8 |
|
|
2024
Q3 | $5.83M | Sell |
25,036
-1,162
| -4% | -$271K | 3.7% | 5 |
|
|
2024
Q2 | $5.68M | Sell |
26,198
-143
| -0.5% | -$31K | 3.76% | 5 |
|
|
2024
Q1 | $4.48M | Buy |
26,341
+1,217
| +5% | +$207K | 3.17% | 9 |
|
|
2023
Q4 | $4.84M | Sell |
25,124
-1,071
| -4% | -$206K | 3.64% | 7 |
|
|
2023
Q3 | $4.48M | Sell |
26,195
-232
| -0.9% | -$39.7K | 3.65% | 8 |
|
|
2023
Q2 | $5.13M | Sell |
26,427
-1,227
| -4% | -$238K | 4.2% | 8 |
|
|
2023
Q1 | $4.56M | Buy |
27,654
+1,793
| +7% | +$296K | 4.04% | 8 |
|
|
2022
Q4 | $3.36M | Buy |
25,861
+317
| +1% | +$41.2K | 3.32% | 11 |
|
|
2022
Q3 | $3.53M | Sell |
25,544
-24
| -0.1% | -$3.32K | 3.62% | 8 |
|
|
2022
Q2 | $3.5M | Buy |
25,568
+877
| +4% | +$120K | 3.48% | 10 |
|
|
2022
Q1 | $4.31M | Sell |
24,691
-258
| -1% | -$45K | 3.89% | 9 |
|
|
2021
Q4 | $4.43M | Buy |
+24,949
| New | +$4.43M | 3.84% | 9 |
|