Waddell & Associates’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
$10.7M Buy
2025
Q1
$11.2M Buy
2024
Q4
$9.96M Sell
2024
Q3
$9.51M Buy
2024
Q2
$8.59M Buy
2024
Q1
$6.36M Buy
2023
Q4
$7.17M Sell
2023
Q3
$9.82M Buy
2023
Q2
$10.9M Buy
2023
Q1
$9.23M Sell
2022
Q4
$7.42M Buy
2022
Q3
$7.74M Sell
2022
Q2
$7.67M Buy
2022
Q1
$9.08M Buy
2021
Q4
$9.1M Buy
2021
Q3
$7.02M Buy
2021
Q2
$6.73K Sell
2021
Q1
$6.64M Buy
2020
Q4
$3.06M Buy