Great Point 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
Q1 | $4.12M | Sell |
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|
2024
Q4 | $4.96M | Buy |
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|
2024
Q3 | $4.6M | Buy |
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|
2024
Q2 | $3.99M | Sell |
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|
2024
Q1 | $3.28M | Buy |
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|
2023
Q4 | $3.6M | Sell |
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|
2023
Q3 | $3.28M | Sell |
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|
2023
Q2 | $3.74M | Buy |
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|
2023
Q1 | $3.02M | Sell |
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|
2022
Q4 | $2.39M | Buy |
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|
2022
Q3 | $2.54M | Hold |
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|
2022
Q2 | $2.51M | Buy |
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|
2022
Q1 | $3.13M | Buy |
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|
2021
Q4 | $2.86M | Sell |
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|
2021
Q3 | $2.35M | Sell |
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|
2021
Q2 | $2.28M | Buy |
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|
2021
Q1 | $1.54M | Buy |
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|
2020
Q4 | $1.62M | Buy |
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|
2020
Q3 | $1.36M | Sell |
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|
2020
Q2 | $1.36M | Buy |
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|
2020
Q1 | $945K | Sell |
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|
2019
Q4 | $1.19M | Buy |
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|
2019
Q3 | $784K | Buy |
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|
2019
Q2 | $632K | Buy |
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|
2019
Q1 | $603K | Buy |
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|
2018
Q4 | $500K | Buy |
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