Corient Private Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14B | Sell |
10,412,965
-1,005,292
| -9% | -$206M | 2.25% | 6 |
|
|
2025
Q1 | $2.54B | Sell |
11,418,257
-716,165
| -6% | -$159M | 4.14% | 2 |
|
|
2024
Q4 | $2.98B | Sell |
12,134,422
-10,129
| -0.1% | -$2.48M | 4.94% | 1 |
|
|
2024
Q3 | $2.83B | Sell |
12,144,551
-377,189
| -3% | -$87.9M | 4.42% | 1 |
|
|
2024
Q2 | $2.64B | Buy |
12,521,740
+681,671
| +6% | +$144M | 4.6% | 2 |
|
|
2024
Q1 | $2.03B | Sell |
11,840,069
-906,177
| -7% | -$155M | 3.62% | 2 |
|
|
2023
Q4 | $2.45B | Buy |
12,746,246
+1,019,515
| +9% | +$196M | 4.51% | 1 |
|
|
2023
Q3 | $2.01B | Buy |
11,726,731
+145,530
| +1% | +$24.9M | 4.61% | 1 |
|
|
2023
Q2 | $2.25B | Buy |
11,581,201
+633,505
| +6% | +$123M | 5.18% | 1 |
|
|
2023
Q1 | $1.81B | Buy |
10,947,696
+2,639,089
| +32% | +$435M | 4.85% | 1 |
|
|
2022
Q4 | $1.08B | Buy |
+8,308,607
| New | +$1.08B | 3.92% | 1 |
|