Chico Wealth RIA’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 | $1.37M | Sell |
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|
2025
Q2 | $1.11M | Sell |
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|
2025
Q1 | $1.25M | Sell |
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|
2024
Q4 | $1.4M | Sell |
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|
2024
Q3 | $1.36M | Sell |
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|
2024
Q2 | $1.28M | Sell |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $913K | Buy |
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|
2023
Q2 | $900K | Buy |
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|
2023
Q1 | $762K | Buy |
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|
2022
Q4 | $600K | Sell |
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|
2022
Q3 | $6.17M | Sell |
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|
2022
Q2 | $6.12M | Buy |
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|
2022
Q1 | $7.79M | Buy |
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