Great Waters Wealth Management’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$7.64M Sell
2025
Q2
$6.38M Sell
2025
Q1
$6.97M Sell
2024
Q4
$9.33M Buy
2024
Q3
$8.53M Sell
2024
Q2
$8.17M Buy
2024
Q1
$6.19M Sell
2023
Q4
$6.65M Buy
2023
Q3
$6.41M Sell
2023
Q2
$7.02M Sell
2023
Q1
$6.03M Buy
2022
Q4
$5.13M Buy