Wealthspan 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 | $4.07M | Sell |
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|
2025
Q1 | $4.46M | Sell |
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|
2024
Q4 | $5.13M | Sell |
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|
2024
Q3 | $4.83M | Sell |
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|
2024
Q2 | $4.37M | Sell |
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|
2024
Q1 | $3.58M | Sell |
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|
2023
Q4 | $4.59M | Sell |
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|
2023
Q3 | $4.09M | Buy |
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|
2023
Q2 | $4.55M | Buy |
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|
2023
Q1 | $3.23M | Sell |
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|
2022
Q4 | $2.55M | Sell |
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|
2022
Q3 | $2.72M | Buy |
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|
2022
Q2 | $2.69M | Sell |
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|
2022
Q1 | $3.45M | Buy |
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|
2021
Q4 | $3.5M | Buy |
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