WA
Wealth Architects’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.5M | Sell |
187,688
-13,052
| -7% | -$2.68M | 3.91% | 7 |
|
|
2025
Q1 | $44.6M | Buy |
200,740
+25,337
| +14% | +$5.63M | 4.92% | 6 |
|
|
2024
Q4 | $43.9M | Sell |
175,403
-6,800
| -4% | -$1.7M | 4.96% | 6 |
|
|
2024
Q3 | $42.5M | Buy |
182,203
+12,052
| +7% | +$2.81M | 4.8% | 6 |
|
|
2024
Q2 | $35.8M | Buy |
170,151
+45,017
| +36% | +$9.48M | 4.38% | 6 |
|
|
2024
Q1 | $21.5M | Sell |
125,134
-2,709
| -2% | -$465K | 2.83% | 11 |
|
|
2023
Q4 | $24.6M | Buy |
127,843
+3,643
| +3% | +$701K | 3.45% | 8 |
|
|
2023
Q3 | $21.3M | Sell |
124,200
-2,064
| -2% | -$353K | 3.62% | 9 |
|
|
2023
Q2 | $24.5M | Sell |
126,264
-1,145
| -0.9% | -$222K | 4.04% | 7 |
|
|
2023
Q1 | $21M | Sell |
127,409
-538
| -0.4% | -$88.7K | 3.72% | 9 |
|
|
2022
Q4 | $16.6M | Sell |
127,947
-5,350
| -4% | -$695K | 3.14% | 9 |
|
|
2022
Q3 | $18.4M | Sell |
133,297
-610
| -0.5% | -$84.3K | 3.86% | 9 |
|
|
2022
Q2 | $18.3M | Sell |
133,907
-914
| -0.7% | -$125K | 3.58% | 9 |
|
|
2022
Q1 | $23.5M | Buy |
134,821
+10,496
| +8% | +$1.83M | 4% | 9 |
|
|
2021
Q4 | $22.1M | Sell |
124,325
-3,679
| -3% | -$653K | 3.87% | 8 |
|
|
2021
Q3 | $18.1M | Sell |
128,004
-2,189
| -2% | -$310K | 3.52% | 8 |
|
|
2021
Q2 | $17.8M | Sell |
130,193
-339
| -0.3% | -$46.4K | 3.49% | 8 |
|
|
2021
Q1 | $15.9M | Buy |
130,532
+51
| +0% | +$6.23K | 3.45% | 8 |
|
|
2020
Q4 | $17.3M | Sell |
130,481
-2,783
| -2% | -$369K | 4.03% | 8 |
|
|
2020
Q3 | $15.4M | Buy |
133,264
+99,300
| +292% | +$11.5M | 4.19% | 8 |
|
|
2020
Q2 | $12.4M | Sell |
33,964
-3,042
| -8% | -$1.11M | 3.47% | 9 |
|
|
2020
Q1 | $9.41M | Buy |
37,006
+101
| +0.3% | +$25.7K | 3.27% | 10 |
|
|
2019
Q4 | $10.8M | Sell |
36,905
-1,204
| -3% | -$354K | 3.03% | 10 |
|
|
2019
Q3 | $8.54M | Sell |
38,109
-951
| -2% | -$213K | 2.6% | 12 |
|
|
2019
Q2 | $7.73M | Sell |
39,060
-2,372
| -6% | -$469K | 2.33% | 12 |
|
|
2019
Q1 | $7.87M | Buy |
41,432
+1,880
| +5% | +$357K | 2.45% | 12 |
|
|
2018
Q4 | $6.24M | Buy |
39,552
+58
| +0.1% | +$9.15K | 2.24% | 12 |
|
|
2018
Q3 | $8.92M | Buy |
39,494
+117
| +0.3% | +$26.4K | 2.75% | 11 |
|
|
2018
Q2 | $7.29M | Sell |
39,377
-1,076
| -3% | -$199K | 2.36% | 11 |
|
|
2018
Q1 | $6.79M | Buy |
40,453
+7,465
| +23% | +$1.25M | 2.25% | 11 |
|
|
2017
Q4 | $5.58M | Buy |
32,988
+8,636
| +35% | +$1.46M | 1.83% | 12 |
|
|
2017
Q3 | $3.85M | Buy |
24,352
+2
| +0% | +$316 | 1.34% | 14 |
|
|
2017
Q2 | $3.51M | Sell |
24,350
-1,096
| -4% | -$158K | 1.31% | 13 |
|
|
2017
Q1 | $3.66M | Sell |
25,446
-1,503
| -6% | -$216K | 1.45% | 12 |
|
|
2016
Q4 | $3.12M | Buy |
26,949
+198
| +0.7% | +$22.9K | 1.39% | 12 |
|
|
2016
Q3 | $3.02M | Buy |
26,751
+3,893
| +17% | +$440K | 1.4% | 13 |
|
|
2016
Q2 | $2.18M | Sell |
22,858
-8,966
| -28% | -$857K | 1.06% | 16 |
|
|
2016
Q1 | $3.47M | Sell |
31,824
-266
| -0.8% | -$29K | 1.73% | 12 |
|
|
2015
Q4 | $3.38M | Buy |
32,090
+7,134
| +29% | +$751K | 1.67% | 12 |
|
|
2015
Q3 | $2.75M | Sell |
24,956
-2,300
| -8% | -$254K | 1.48% | 12 |
|
|
2015
Q2 | $3.42M | Buy |
27,256
+13,575
| +99% | +$1.7M | 1.84% | 10 |
|
|
2015
Q1 | $1.7M | Sell |
13,681
-6,928
| -34% | -$862K | 0.98% | 14 |
|
|
2014
Q4 | $2.28M | Buy |
+20,609
| New | +$2.28M | 1.34% | 11 |
|