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
$1.44M Sell
7,000
-11,900
-63% -$2.4M 0.03% 515
2025
Q1
$4.2M Buy
18,900
+13,800
+271% +$3.2M 0.05% 395
2024
Q4
$1.28M Buy
+5,100
New +$1.2M 0.01% 827
2024
Q3
Sell
-6,000
Closed -$1.26M 1914
2024
Q2
$1.26M Buy
+6,000
New +$1.12M 0.01% 797
2024
Q1
Sell
-15,500
Closed -$2.98M 1955
2023
Q4
$2.98M Buy
+15,500
New +$2.86M 0.04% 467
2023
Q3
Sell
-3,500
Closed -$679K 1859
2023
Q2
$679K Buy
+3,500
New +$610K 0.01% 1022
2022
Q3
Sell
-729,401
Closed -$99.7M 1742
2022
Q2
$99.7M Buy
+729,401
New +$110M 2% 3

Other funds holding AAPL