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	–	Sell	-34,000	Closed	-$571K	–	17
2022 Q3	$571K	Sell	34,000 -8,100	-19%	-$1.27M	0.13%	64
2022 Q2	$627K	Buy	42,100 +500	+1%	+$75.7K	0.13%	65
2022 Q1	$292K	Hold	41,600	–	–	0.05%	82
2021 Q4	$6.76M	Buy	41,600 +2,200	+6%	+$348K	0.09%	12
2021 Q3	$334K	Buy	39,400 +2,000	+5%	+$294K	0.07%	91
2021 Q2	$234K	Buy	37,400 +1,400	+4%	+$181K	0.05%	112
2021 Q1	$377K	Buy	36,000 +3,000	+9%	+$385K	0.1%	86
2020 Q4	$380K	Sell	33,000 -35,600	-52%	-$4.28M	0.1%	83
2020 Q3	$648K	Buy	68,600 +25,000	+57%	+$2.73M	0.22%	52
2020 Q2	$352K	Sell	43,600 -4,000	-8%	-$310K	0.16%	68
2020 Q1	$649K	Sell	47,600 -12,400	-21%	-$912K	0.45%	43
2019 Q4	$116K	Buy	60,000 +12,000	+25%	+$772K	0.07%	101
2019 Q3	$197K	Buy	48,000 +2,400	+5%	+$125K	0.14%	97
2019 Q2	$89K	Sell	45,600 -35,600	-44%	-$1.73M	0.07%	103
2019 Q1	$34K	Buy	+81,200	New	+$3.44M	0.03%	98

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