Waypoint Wealth Counsel’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.75M | Buy |
32,917
+1,635
| +5% | +$335K | 3.35% | 8 |
|
|
2025
Q1 | $6.95M | Buy |
31,282
+405
| +1% | +$90K | 4.36% | 7 |
|
|
2024
Q4 | $7.73M | Buy |
30,877
+1,370
| +5% | +$343K | 5.04% | 6 |
|
|
2024
Q3 | $6.88M | Buy |
29,507
+1,317
| +5% | +$307K | 4.63% | 7 |
|
|
2024
Q2 | $5.94M | Buy |
28,190
+95
| +0.3% | +$20K | 4.54% | 8 |
|
|
2024
Q1 | $4.82M | Buy |
28,095
+1,762
| +7% | +$302K | 3.71% | 8 |
|
|
2023
Q4 | $5.07M | Sell |
26,333
-282
| -1% | -$54.3K | 4.32% | 7 |
|
|
2023
Q3 | $4.56M | Buy |
26,615
+68
| +0.3% | +$11.6K | 4.29% | 6 |
|
|
2023
Q2 | $5.15M | Sell |
26,547
-39,374
| -60% | -$7.64M | 4.61% | 5 |
|
|
2023
Q1 | $10.9M | Sell |
65,921
-577
| -0.9% | -$95.1K | 8.43% | 2 |
|
|
2022
Q4 | $8.64M | Buy |
+66,498
| New | +$8.64M | 6.96% | 2 |
|