Foresight Wealth Management’s Apple AAPL Stock Holding History

Foresight Wealth Management’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
2022 Q4	$830K	Sell	6,390 -84,149	-93%	-$12M	11.9%	3
2022 Q3	$12.5M	Buy	90,539 +431	+0.5%	+$67.6K	2.86%	6
2022 Q2	$12.3M	Sell	90,108 -544	-0.6%	-$82.4K	2.55%	7
2022 Q1	$15.8M	Sell	90,652 -1,412	-2%	-$237K	2.93%	6
2021 Q4	$16.3M	Sell	92,064 -1,199	-1%	-$189K	0.21%	6
2021 Q3	$13.2M	Buy	93,263 +1,397	+2%	+$206K	2.65%	8
2021 Q2	$12.6M	Sell	91,866 -1,551	-2%	-$201K	2.79%	7
2021 Q1	$11.4M	Sell	93,417 -5,446	-6%	-$699K	2.9%	6
2020 Q4	$13.1M	Sell	98,863 -6,267	-6%	-$754K	3.48%	3
2020 Q3	$12.2M	Sell	105,130 -3,886	-4%	-$424K	4.07%	5
2020 Q2	$9.94M	Sell	109,016 -4,560	-4%	-$353K	4.53%	4
2020 Q1	$7.22M	Buy	113,576 +3,148	+3%	+$232K	4.97%	6
2019 Q4	$8.11M	Sell	110,428 -5,444	-5%	-$350K	4.99%	4
2019 Q3	$6.49M	Sell	115,872 -1,872	-2%	-$97.9K	4.68%	4
2019 Q2	$5.83M	Buy	117,744 +2,644	+2%	+$129K	4.4%	3
2019 Q1	$5.47M	Buy	115,100 +72	+0.1%	+$3.05K	4.75%	3
2018 Q4	$4.54M	Buy	+115,028	New	+$5.58M	4.82%	3

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

Berkshire Hathaway

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

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

Fidelity Investments

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

Geode Capital Management

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

T. Rowe Price Associates

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

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return