Navis 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
Q2 | $568K | Buy |
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|
2025
Q1 | $554K | Buy |
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|
2024
Q4 | $598K | Buy |
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|
2024
Q3 | $542K | Buy |
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|
2024
Q2 | $453K | Buy |
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|
2024
Q1 | $337K | Sell |
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|
2023
Q4 | $385K | Sell |
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|
2023
Q3 | $350K | Hold |
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|
2023
Q2 | $397K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $261K | Sell |
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|
2021
Q3 | $215K | Hold |
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|
2021
Q2 | $208K | Sell |
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|
2021
Q1 | $257K | Sell |
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|
2020
Q4 | $302K | Buy |
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