Waypoint Wealth Partners’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
$2.65M Sell
2025
Q1
$3.07M Sell
2024
Q4
$4.48M Sell
2024
Q3
$4.23M Buy
2024
Q2
$3.8M Buy
2024
Q1
$2.93M Buy
2023
Q4
$1.94M Buy
2023
Q3
$1.07M Sell
2023
Q2
$1.38M Buy
2023
Q1
$975K Sell
2022
Q4
$791K Sell
2022
Q3
$870K Buy
2022
Q2
$762K Sell
2022
Q1
$1.34M Sell
2021
Q4
$2.92M Buy
2021
Q3
$1.72M Sell
2021
Q2
$1.74M Sell
2021
Q1
$1.81M Sell
2020
Q4
$2.23M Buy