Henrickson Nauta 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
Q3 | $1.26M | Buy |
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|
2025
Q2 | $942K | Buy |
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|
2025
Q1 | $795K | Buy |
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|
2024
Q4 | $966K | Sell |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $914K | Buy |
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|
2024
Q1 | $628K | Buy |
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|
2023
Q4 | $535K | Buy |
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|
2023
Q3 | $380K | Sell |
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|
2023
Q2 | $432K | Sell |
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|
2023
Q1 | $502K | Buy |
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|
2022
Q4 | $303K | Buy |
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|
2022
Q3 | $318K | Buy |
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|
2022
Q2 | $303K | Buy |
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|
2022
Q1 | $234K | Hold |
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|
2021
Q4 | $216K | Buy |
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