ShankerValleau 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 | $2.75M | Hold |
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|
2025
Q2 | $2.22M | Hold |
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|
2025
Q1 | $2.4M | Sell |
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|
2024
Q4 | $2.78M | Buy |
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|
2024
Q3 | $1.19M | Hold |
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $749K | Buy |
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|
2023
Q4 | $822K | Buy |
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|
2023
Q3 | $622K | Hold |
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|
2023
Q2 | $705K | Buy |
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|
2023
Q1 | $407K | Hold |
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|
2022
Q4 | $321K | Hold |
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|
2022
Q3 | $341K | Buy |
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|
2022
Q2 | $248K | Hold |
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|
2022
Q1 | $316K | Hold |
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|
2021
Q4 | $322K | Buy |
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