Envestnet Portfolio Solutions’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160M | Buy |
778,438
+13,785
| +2% | +$2.83M | 0.59% | 39 |
|
|
2025
Q1 | $170M | Sell |
764,653
-111,021
| -13% | -$24.7M | 0.65% | 32 |
|
|
2024
Q4 | $219M | Buy |
875,674
+77,170
| +10% | +$19.3M | 0.72% | 30 |
|
|
2024
Q3 | $186M | Buy |
798,504
+20,522
| +3% | +$4.78M | 0.6% | 32 |
|
|
2024
Q2 | $164M | Buy |
777,982
+52,911
| +7% | +$11.1M | 0.57% | 35 |
|
|
2024
Q1 | $124M | Buy |
725,071
+138,386
| +24% | +$23.7M | 0.47% | 43 |
|
|
2023
Q4 | $113M | Buy |
586,685
+23,521
| +4% | +$4.53M | 0.47% | 45 |
|
|
2023
Q3 | $96.4M | Buy |
+563,164
| New | +$96.4M | 0.46% | 42 |
|