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Traverso Chambers Private Wealth Management’s Apple AAPL Stock Holding History

Traverso Chambers Private Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$9.2M Buy
47,783
+7,722
+19% +$1.43M 2.23% 13
2023
Q3 		$6.86M Buy
40,061
+126
+0.3% +$23.1K 1.83% 16
2023
Q2 		$7.75M Buy
39,935
+205
+0.5% +$35.7K 2.03% 14
2023
Q1 		$6.55M Buy
39,730
+1,348
+4% +$199K 1.8% 18
2022
Q4 		$4.99M Buy
38,382
+400
+1% +$57.2K 1.43% 21
2022
Q3 		$5.25M Sell
37,982
-25
-0.1% -$3.92K 1.61% 21
2022
Q2 		$5.2M Buy
38,007
+234
+0.6% +$35.4K 1.74% 17
2022
Q1 		$6.59M Buy
37,773
+64
+0.2% +$10.8K 1.97% 16
2021
Q4 		$6.7M Hold
37,709
– – 1.99% 13
2021
Q3 		$5.34M Sell
37,709
-1,151
-3% -$169K 1.66% 17
2021
Q2 		$5.32M Buy
38,860
+37
+0.1% +$4.79K 1.68% 16
2021
Q1 		$4.74M Buy
38,823
+29
+0.1% +$3.72K 1.6% 17
2020
Q4 		$5.15M Sell
38,794
-431
-1% -$51.8K 1.85% 14
2020
Q3 		$4.54M Buy
39,225
+629
+2% +$68.6K 1.76% 14
2020
Q2 		$3.52M Sell
38,596
-292
-0.8% -$22.6K 1.48% 17
2020
Q1 		$2.47M Buy
38,888
+88
+0.2% +$6.47K 1.16% 19
2019
Q4 		$2.85M Sell
38,800
-1,836
-5% -$118K 1.21% 17
2019
Q3 		$2.27M Sell
40,636
-40
-0.1% -$2.09K 1.09% 16
2019
Q2 		$2.06M Buy
40,676
+40
+0.1% +$1.95K 1.01% 16
2019
Q1 		$1.93M Sell
40,636
-208
-0.5% -$8.82K 0.95% 19
2018
Q4 		$1.61M Buy
+40,844
New +$1.98M 0.87% 19

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Traverso Chambers Private Wealth Management's AAPL Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its Apple (AAPL) stake by 19% in Q4 2023, buying an estimated $1.43M and bringing the position to 47,783 shares worth $9.2M. The position accounts for 2.23% of the portfolio, ranked #13.

Traverso Chambers Private Wealth Management first reported a position in AAPL in Q4 2018 and has held it in 21 quarters since. 4,965 funds tracked by Wall St. Rank hold AAPL as of Q4 2023.

  • Traverso Chambers Private Wealth Management held 47,783 shares of Apple worth $9.2M as of Q4 2023.
  • Traverso Chambers Private Wealth Management bought 7,722 Apple shares in Q4 2023, an estimated $1.43M.
  • Apple made up 2.23% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #13 holding.
  • Traverso Chambers Private Wealth Management first reported a position in Apple in Q4 2018 and has held it in 21 quarters since.
  • 4,965 funds tracked by Wall St. Rank held Apple as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.