Atria Wealth Solutions’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
$72M Sell
2025
Q1
$192M Sell
2024
Q4
$259M Sell
2024
Q3
$267M Sell
2024
Q2
$269M Sell
2024
Q1
$233M Sell
2023
Q4
$263M Sell
2023
Q3
$236M Sell
2023
Q2
$274M Sell
2023
Q1
$234M Sell
2022
Q4
$186M Sell
2022
Q3
$201M Buy
2022
Q2
$74.5M Sell
2022
Q1
$206M Buy