High Pines Wealth Management’s Apple AAPL Stock Holding History

High Pines 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
2023 Q4	$1.64M	Buy	8,506 +58	+0.7%	+$10.7K	2.5%	9
2023 Q3	$1.45M	Buy	8,448 +649	+8%	+$119K	2.38%	9
2023 Q2	$1.51M	Buy	7,799 +27	+0.3%	+$4.71K	2.31%	10
2023 Q1	$1.28M	Buy	7,772 +14	+0.2%	+$2.07K	2.13%	10
2022 Q4	$1.01M	Buy	7,758 +8	+0.1%	+$1.14K	1.77%	10
2022 Q3	$1.07M	Buy	7,750 +856	+12%	+$134K	2.05%	10
2022 Q2	$943K	Sell	6,894 -27,166	-80%	-$4.11M	1.74%	10
2022 Q1	$5.95M	Buy	34,060 +2,597	+8%	+$437K	4.37%	7
2021 Q4	$5.59M	Buy	31,463 +751	+2%	+$119K	3.89%	8
2021 Q3	$4.35M	Buy	30,712 +3,091	+11%	+$455K	2.98%	14
2021 Q2	$3.78M	Sell	27,621 -14,358	-34%	-$1.86M	2.85%	17
2021 Q1	$5.13M	Sell	41,979 -11,442	-21%	-$1.47M	4.53%	6
2020 Q4	$7.09M	Buy	+53,421	New	+$6.43M	6.55%	2

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 Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

High Pines Wealth Management's AAPL Position: Q4 2023 in Review

High Pines Wealth Management increased its Apple (AAPL) stake by 0.69% in Q4 2023, buying an estimated $10.7K and bringing the position to 8,506 shares worth $1.64M. The position accounts for 2.5% of the portfolio, ranked #9.

High Pines Wealth Management first reported a position in AAPL in Q4 2020 and has held it in 13 quarters since. The position peaked at $7.09M in Q4 2020. 4,965 funds tracked by Wall St. Rank hold AAPL as of Q4 2023.

High Pines Wealth Management held 8,506 shares of Apple worth $1.64M as of Q4 2023.
High Pines Wealth Management bought 58 Apple shares in Q4 2023, an estimated $10.7K.
Apple made up 2.5% of High Pines Wealth Management's portfolio in Q4 2023, its #9 holding.
High Pines Wealth Management first reported a position in Apple in Q4 2020 and has held it in 13 quarters since.
High Pines Wealth Management's Apple position peaked at $7.09M in Q4 2020.
4,965 funds tracked by Wall St. Rank held Apple as of Q4 2023.

Based on High Pines Wealth Management's 13F filing for Q4 2023, filed 12 Jan 2024.