WWP
Waypoint Wealth Partners’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.65M | Sell |
12,929
-888
| -6% | -$182K | 0.64% | 17 |
|
|
2025
Q1 | $3.07M | Sell |
13,817
-4,073
| -23% | -$905K | 0.85% | 14 |
|
|
2024
Q4 | $4.48M | Sell |
17,890
-259
| -1% | -$64.9K | 1.22% | 10 |
|
|
2024
Q3 | $4.23M | Buy |
18,149
+85
| +0.5% | +$19.8K | 1.12% | 11 |
|
|
2024
Q2 | $3.8M | Buy |
18,064
+952
| +6% | +$201K | 1.11% | 11 |
|
|
2024
Q1 | $2.93M | Buy |
17,112
+7,022
| +70% | +$1.2M | 0.83% | 12 |
|
|
2023
Q4 | $1.94M | Buy |
10,090
+3,852
| +62% | +$742K | 0.6% | 15 |
|
|
2023
Q3 | $1.07M | Sell |
6,238
-875
| -12% | -$150K | 0.37% | 22 |
|
|
2023
Q2 | $1.38M | Buy |
7,113
+1,200
| +20% | +$233K | 0.47% | 21 |
|
|
2023
Q1 | $975K | Sell |
5,913
-177
| -3% | -$29.2K | 0.35% | 24 |
|
|
2022
Q4 | $791K | Sell |
6,090
-208
| -3% | -$27K | 0.31% | 24 |
|
|
2022
Q3 | $870K | Buy |
6,298
+728
| +13% | +$101K | 0.37% | 24 |
|
|
2022
Q2 | $762K | Sell |
5,570
-2,115
| -28% | -$289K | 0.29% | 28 |
|
|
2022
Q1 | $1.34M | Sell |
7,685
-8,769
| -53% | -$1.53M | 0.49% | 19 |
|
|
2021
Q4 | $2.92M | Buy |
16,454
+4,304
| +35% | +$764K | 1% | 13 |
|
|
2021
Q3 | $1.72M | Sell |
12,150
-539
| -4% | -$76.3K | 0.64% | 13 |
|
|
2021
Q2 | $1.74M | Sell |
12,689
-2,162
| -15% | -$296K | 0.67% | 12 |
|
|
2021
Q1 | $1.81M | Sell |
14,851
-1,923
| -11% | -$235K | 1.32% | 9 |
|
|
2020
Q4 | $2.23M | Buy |
+16,774
| New | +$2.23M | 1.75% | 8 |
|