Cypress Point Wealth Management’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 | $1.36M | Sell |
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|
2025
Q2 | $1.52M | Buy |
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|
2025
Q1 | $1.62M | Sell |
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|
2024
Q4 | $1.84M | Sell |
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|
2024
Q3 | $2.43M | Buy |
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|
2024
Q2 | $2.17M | Buy |
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|
2024
Q1 | $1.76M | Buy |
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|
2023
Q4 | $1.36M | Sell |
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|
2023
Q3 | $1.24M | Buy |
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|
2023
Q2 | $203K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $853K | Sell |
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|
2021
Q4 | $868K | Buy |
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|
2021
Q3 | $691K | Buy |
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|
2021
Q2 | $666K | Buy |
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|
2021
Q1 | $496K | Sell |
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|
2020
Q4 | $1.37M | Buy |
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