Waypoint Capital Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$11.8M Buy
2024
Q2
$10.6M Buy
2024
Q1
$8.56M Sell
2023
Q4
$9.65M Sell
2023
Q3
$8.61M Buy
2023
Q2
$9.43M Sell
2023
Q1
$8.16M Sell
2022
Q4
$6.61M Sell
2022
Q3
$7.08M Sell
2022
Q2
$7.21M Buy
2022
Q1
$9.05M Buy
2021
Q4
$9.15M Buy