Divergent Wealth Advisors’s Apple AAPL Stock Holding History

Divergent Wealth Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$351K	Buy	1,508 +1	+0.1%	+$223	0.06%	26
2024 Q2	$317K	Buy	+1,507	New	+$281K	0.06%	26
2020 Q4	–	Sell	-9,120	Closed	-$1.06M	–	17
2020 Q3	$1.06M	Buy	9,120 +292	+3%	+$31.9K	0.29%	18
2020 Q2	$805K	Buy	8,828 +772	+10%	+$59.8K	0.24%	21
2020 Q1	$512K	Sell	8,056 -4,172	-34%	-$307K	0.18%	21
2019 Q4	$898K	Buy	12,228 +12	+0.1%	+$772	0.26%	22
2019 Q3	$684K	Sell	12,216 -400	-3%	-$20.9K	0.21%	25
2019 Q2	$624K	Sell	12,616 -264	-2%	-$12.9K	0.2%	25
2019 Q1	$612K	Sell	12,880 -312	-2%	-$13.2K	0.2%	25
2018 Q4	$520K	Buy	13,192 +1,172	+10%	+$56.8K	0.19%	31
2018 Q3	$674K	Buy	12,020 +16	+0.1%	+$833	0.23%	23
2018 Q2	$556K	Sell	12,004 -156	-1%	-$7.08K	0.2%	23
2018 Q1	$510K	Buy	+12,160	New	+$523K	0.19%	23

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Divergent Wealth Advisors's AAPL Position: Q3 2024 in Review

Divergent Wealth Advisors increased its Apple (AAPL) stake by 0.07% in Q3 2024, buying an estimated $223 and bringing the position to 1,508 shares worth $351K. The position accounts for 0.06% of the portfolio, ranked #26.

Divergent Wealth Advisors first reported a position in AAPL in Q1 2018 and has held it in 13 quarters since. The position peaked at $1.06M in Q3 2020. 5,089 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

Divergent Wealth Advisors held 1,508 shares of Apple worth $351K as of Q3 2024.
Divergent Wealth Advisors bought 1 Apple share in Q3 2024, an estimated $223.
Apple made up 0.06% of Divergent Wealth Advisors's portfolio in Q3 2024, its #26 holding.
Divergent Wealth Advisors first reported a position in Apple in Q1 2018 and has held it in 13 quarters since.
Divergent Wealth Advisors's Apple position peaked at $1.06M in Q3 2020.
5,089 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on Divergent Wealth Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.