Straight Path Wealth Management’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 | $715K | Buy |
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|
2025
Q1 | $770K | Sell |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $981K | Buy |
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|
2024
Q2 | $881K | Sell |
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|
2024
Q1 | $755K | Buy |
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|
2023
Q4 | $834K | Sell |
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|
2023
Q3 | $825K | Buy |
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|
2023
Q2 | $821K | Buy |
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|
2023
Q1 | $661K | Buy |
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|
2022
Q4 | $516K | Buy |
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|
2022
Q3 | $245K | Buy |
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|
2022
Q2 | $205K | Hold |
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|
2022
Q1 | $262K | Hold |
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|
2021
Q4 | $266K | Buy |
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