Palo Alto Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.84M | Buy |
33,319
+2,316
| +7% | +$475K | 2.59% | 11 |
|
|
2025
Q1 | $6.61M | Sell |
31,003
-3,409
| -10% | -$727K | 2.58% | 11 |
|
|
2024
Q4 | $8.62M | Buy |
34,412
+276
| +0.8% | +$69.1K | 3.02% | 8 |
|
|
2024
Q3 | $8.07M | Buy |
34,136
+14,337
| +72% | +$3.39M | 3.34% | 7 |
|
|
2024
Q2 | $4.17M | Sell |
19,799
-656
| -3% | -$138K | 2.88% | 11 |
|
|
2024
Q1 | $3.51M | Buy |
20,455
+26
| +0.1% | +$4.46K | 2.47% | 11 |
|
|
2023
Q4 | $3.93M | Sell |
20,429
-1,028
| -5% | -$198K | 2.97% | 11 |
|
|
2023
Q3 | $3.67M | Buy |
21,457
+310
| +1% | +$53.1K | 3.07% | 12 |
|
|
2023
Q2 | $4.1M | Sell |
21,147
-1
| -0% | -$194 | 3.27% | 11 |
|
|
2023
Q1 | $3.49M | Sell |
21,148
-1,133
| -5% | -$187K | 2.79% | 13 |
|
|
2022
Q4 | $2.9M | Buy |
+22,281
| New | +$2.9M | 2.47% | 14 |
|