Kathleen S. Wright Associates’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 | $476K | Hold |
|
|||||
|
2025
Q2 | $384K | Sell |
|
|||||
|
2025
Q1 | $444K | Hold |
|
|||||
|
2024
Q4 | $501K | Buy |
|
|||||
|
2024
Q3 | $419K | Sell |
|
|||||
|
2024
Q2 | $388K | Hold |
|
|||||
|
2024
Q1 | $316K | Buy |
|
|||||
|
2023
Q4 | $81.1K | Sell |
|
|||||
|
2023
Q3 | $2.33M | Buy |
|
|||||
|
2023
Q2 | $21.7K | Hold |
|
|||||
|
2023
Q1 | $18.5K | Sell |
|
|||||
|
2022
Q4 | $378K | Buy |
|
|||||
|
2022
Q3 | $15K | Hold |
|
|||||
|
2022
Q2 | $15K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $7K | Buy |
|