Waypoint Wealth Counsel’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$8.79M Buy
2025
Q2
$6.75M Buy
2025
Q1
$6.95M Buy
2024
Q4
$7.73M Buy
2024
Q3
$6.88M Buy
2024
Q2
$5.94M Buy
2024
Q1
$4.82M Buy
2023
Q4
$5.07M Sell
2023
Q3
$4.56M Buy
2023
Q2
$5.15M Sell
2023
Q1
$10.9M Sell
2022
Q4
$8.64M Buy