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
2026 Q1	$985K	Buy	3,880 +178	+5%	+$46.3K	0.26%	33
2025 Q4	$1.01M	Buy	3,702 +130	+4%	+$34.9K	0.27%	37
2025 Q3	$910K	Buy	3,572 +88	+3%	+$19.9K	0.25%	51
2025 Q2	$715K	Buy	3,484 +19	+0.5%	+$3.84K	0.24%	41
2025 Q1	$770K	Sell	3,465 -736	-18%	-$171K	0.31%	32
2024 Q4	$1.05M	Sell	4,201 -9	-0.2%	-$2.12K	0.42%	28
2024 Q3	$981K	Buy	4,210 +28	+0.7%	+$6.25K	0.42%	29
2024 Q2	$881K	Sell	4,182 -220	-5%	-$41K	0.45%	29
2024 Q1	$755K	Buy	4,402 +68	+2%	+$12.4K	0.42%	32
2023 Q4	$834K	Sell	4,334 -484	-10%	-$89.4K	0.49%	25
2023 Q3	$825K	Buy	4,818 +587	+14%	+$108K	0.56%	24
2023 Q2	$821K	Buy	4,231 +220	+5%	+$38.3K	0.56%	23
2023 Q1	$661K	Buy	4,011 +41	+1%	+$6.05K	0.53%	26
2022 Q4	$516K	Buy	3,970 +2,200	+124%	+$314K	0.49%	33
2022 Q3	$245K	Buy	1,770 +270	+18%	+$42.4K	0.22%	60
2022 Q2	$205K	Hold	1,500	–	–	0.2%	65
2022 Q1	$262K	Hold	1,500	–	–	0.22%	56
2021 Q4	$266K	Buy	+1,500	New	+$237K	0.23%	58