Wealth Effects’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 | $20.8M | Sell |
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|
2025
Q2 | $17.2M | Sell |
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|
2025
Q1 | $19.1M | Sell |
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|
2024
Q4 | $22M | Sell |
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|
2024
Q3 | $21.1M | Sell |
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|
2024
Q2 | $19.4M | Buy |
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|
2024
Q1 | $15.3M | Sell |
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|
2023
Q4 | $18.5M | Buy |
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|
2023
Q3 | $15.4M | Sell |
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|
2023
Q2 | $18M | Sell |
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|
2023
Q1 | $15.5M | Sell |
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|
2022
Q4 | $12.4M | Sell |
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|
2022
Q3 | $15.8M | Sell |
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|
2022
Q2 | $15.6M | Buy |
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|
2022
Q1 | $18.8M | Sell |
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|
2021
Q4 | $19.3M | Buy |
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