Geometric Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.65M | Buy |
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|
2025
Q1 | $3.94M | Buy |
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|
2024
Q4 | $4.41M | Sell |
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|
2024
Q3 | $4.11M | Sell |
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|
2024
Q2 | $3.81M | Buy |
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|
2024
Q1 | $3.01M | Hold |
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|
2023
Q4 | $3.38M | Sell |
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|
2023
Q3 | $3.02M | Buy |
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|
2023
Q2 | $3.36M | Buy |
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|
2023
Q1 | $2.92M | Sell |
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|
2022
Q4 | $2.28M | Buy |
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|
2022
Q3 | $2.42M | Buy |
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|
2022
Q2 | $2.39M | Sell |
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|
2022
Q1 | $3.22M | Buy |
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|
2021
Q4 | $2.51M | Buy |
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