Wealthspire Advisors (New York)’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 | $92M | Sell |
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|
2025
Q1 | $134M | Buy |
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|
2024
Q4 | $116M | Buy |
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|
2024
Q3 | $102M | Buy |
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|
2024
Q2 | $82.6M | Buy |
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|
2024
Q1 | $63.9M | Buy |
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|
2023
Q4 | $71.1M | Buy |
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|
2023
Q3 | $58.9M | Buy |
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|
2023
Q2 | $59.1M | Buy |
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|
2023
Q1 | $49.2M | Sell |
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|
2022
Q4 | $42M | Buy |
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|
2022
Q3 | $41M | Sell |
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|
2022
Q2 | $41M | Buy |
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|
2022
Q1 | $36.7M | Sell |
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|
2021
Q4 | $47.7M | Sell |
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|
2021
Q3 | $46.7M | Buy |
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|
2021
Q2 | $22.7M | Sell |
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|
2021
Q1 | $52.6M | Buy |
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|
2020
Q4 | $40.2M | Buy |
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|
2020
Q3 | $15.2M | Buy |
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|
2020
Q2 | $11M | Sell |
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|
2020
Q1 | $29.1M | Buy |
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|
2019
Q4 | $5.24M | Buy |
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|
2019
Q3 | $3.29M | Buy |
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|
2019
Q2 | $769K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $962K | Buy |
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