Waverton Investment 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 | $91.2M | Sell |
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|
2025
Q1 | $104M | Sell |
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|
2024
Q4 | $118M | Buy |
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|
2024
Q3 | $97.7M | Buy |
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|
2024
Q2 | $85M | Buy |
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|
2024
Q1 | $64.4M | Buy |
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|
2023
Q4 | $72.2M | Buy |
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|
2023
Q3 | $62.7M | Buy |
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|
2023
Q2 | $68.1M | Buy |
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|
2023
Q1 | $54.6M | Buy |
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|
2022
Q4 | $42.7M | Sell |
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|
2022
Q3 | $99.2M | Sell |
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|
2022
Q2 | $100M | Sell |
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|
2022
Q1 | $129M | Sell |
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|
2021
Q4 | $137M | Buy |
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|
2021
Q3 | $92.7M | Sell |
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|
2021
Q2 | $95.7M | Buy |
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|
2021
Q1 | $84.5M | Sell |
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|
2020
Q4 | $91.8M | Sell |
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|
2020
Q3 | $84.6M | Sell |
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|
2020
Q2 | $89.3M | Buy |
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|
2020
Q1 | $60.5M | Sell |
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|
2019
Q4 | $84.5M | Sell |
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|
2019
Q3 | $74M | Sell |
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|
2019
Q2 | $71.3M | Sell |
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|
2019
Q1 | $86.3M | Sell |
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|
2018
Q4 | $94.3M | Buy |
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|
2018
Q3 | $133M | Sell |
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|
2018
Q2 | $118M | Sell |
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|
2018
Q1 | $110M | Sell |
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|
2017
Q4 | $125M | Sell |
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|
2017
Q3 | $115M | Sell |
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|
2017
Q2 | $110M | Sell |
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|
2017
Q1 | $120M | Sell |
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|
2016
Q4 | $96.7M | Sell |
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|
2016
Q3 | $95.5M | Buy |
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|
2016
Q2 | $75.2M | Buy |
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|
2016
Q1 | $84.6M | Buy |
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|
2015
Q4 | $66.2M | Buy |
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|
2015
Q3 | $68M | Buy |
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|
2015
Q2 | $68.9M | Buy |
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|
2015
Q1 | $68.2M | Buy |
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|
2014
Q4 | $55.2M | Buy |
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|
2014
Q3 | $32.4M | Buy |
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|
2014
Q2 | $24.8M | Sell |
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|
2014
Q1 | $34.5M | Buy |
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|
2013
Q4 | $35.1M | Sell |
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|
2013
Q3 | $31.6M | Buy |
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|
2013
Q2 | $17.4M | Buy |
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