Focus Partners Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29B | Buy |
6,275,291
+575,920
| +10% | +$118M | 2.79% | 3 |
|
|
2025
Q1 | $1.27B | Buy |
5,699,371
+85,560
| +2% | +$19M | 3.17% | 2 |
|
|
2024
Q4 | $1.41B | Buy |
5,613,811
+1,861,903
| +50% | +$466M | 3.65% | 1 |
|
|
2024
Q3 | $871M | Sell |
3,751,908
-103,413
| -3% | -$24M | 2.78% | 2 |
|
|
2024
Q2 | $812M | Buy |
3,855,321
+1,993,553
| +107% | +$420M | 2.73% | 3 |
|
|
2024
Q1 | $319M | Buy |
1,861,768
+806,919
| +76% | +$138M | 2.59% | 4 |
|
|
2023
Q4 | $203M | Buy |
+1,054,849
| New | +$203M | 2.66% | 6 |
|