Wealthfront Advisers’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283M | Sell |
1,379,744
-64,244
| -4% | -$13.2M | 0.73% | 24 |
|
|
2025
Q1 | $321M | Buy |
1,443,988
+89,049
| +7% | +$19.8M | 0.86% | 21 |
|
|
2024
Q4 | $339M | Buy |
1,354,939
+118,406
| +10% | +$29.7M | 0.99% | 21 |
|
|
2024
Q3 | $288M | Buy |
1,236,533
+17,971
| +1% | +$4.19M | 0.89% | 20 |
|
|
2024
Q2 | $257M | Buy |
1,218,562
+43,437
| +4% | +$9.15M | 0.86% | 21 |
|
|
2024
Q1 | $202M | Sell |
1,175,125
-45,365
| -4% | -$7.78M | 0.71% | 22 |
|
|
2023
Q4 | $235M | Buy |
1,220,490
+4,878
| +0.4% | +$939K | 0.9% | 19 |
|
|
2023
Q3 | $208M | Buy |
1,215,612
+662
| +0.1% | +$113K | 0.9% | 18 |
|
|
2023
Q2 | $236M | Buy |
1,214,950
+44,456
| +4% | +$8.62M | 1% | 17 |
|
|
2023
Q1 | $193M | Buy |
1,170,494
+96,191
| +9% | +$15.9M | 0.88% | 18 |
|
|
2022
Q4 | $140M | Sell |
1,074,303
-407,054
| -27% | -$52.9M | 0.68% | 19 |
|
|
2022
Q3 | $205M | Buy |
1,481,357
+205,446
| +16% | +$28.4M | 1.09% | 15 |
|
|
2022
Q2 | $174M | Buy |
1,275,911
+34,312
| +3% | +$4.69M | 0.88% | 18 |
|
|
2022
Q1 | $217M | Buy |
1,241,599
+59,234
| +5% | +$10.3M | 0.95% | 16 |
|
|
2021
Q4 | $210M | Buy |
1,182,365
+103,278
| +10% | +$18.3M | 0.89% | 16 |
|
|
2021
Q3 | $153M | Buy |
1,079,087
+75,649
| +8% | +$10.7M | 0.71% | 17 |
|
|
2021
Q2 | $137M | Buy |
1,003,438
+2,153
| +0.2% | +$295K | 0.65% | 18 |
|
|
2021
Q1 | $122M | Buy |
1,001,285
+4,110
| +0.4% | +$502K | 0.65% | 18 |
|
|
2020
Q4 | $132M | Buy |
997,175
+57,417
| +6% | +$7.62M | 0.8% | 16 |
|
|
2020
Q3 | $109M | Buy |
939,758
+704,737
| +300% | +$81.6M | 0.78% | 17 |
|
|
2020
Q2 | $85.7M | Sell |
235,021
-3,538
| -1% | -$1.29M | 0.67% | 19 |
|
|
2020
Q1 | $60.7M | Buy |
238,559
+12,043
| +5% | +$3.06M | 0.55% | 21 |
|
|
2019
Q4 | $66.5M | Buy |
226,516
+18,106
| +9% | +$5.32M | 0.49% | 19 |
|
|
2019
Q3 | $46.7M | Buy |
208,410
+17,130
| +9% | +$3.84M | 0.39% | 22 |
|
|
2019
Q2 | $37.9M | Buy |
191,280
+3,761
| +2% | +$744K | 0.33% | 23 |
|
|
2019
Q1 | $35.6M | Buy |
187,519
+11,012
| +6% | +$2.09M | 0.33% | 23 |
|
|
2018
Q4 | $27.8M | Buy |
+176,507
| New | +$27.8M | 0.3% | 24 |
|