WANY
Wealthspire Advisors (New York)’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92M | Sell |
448,471
-153,044
| -25% | -$31.4M | 0.52% | 30 |
|
|
2025
Q1 | $134M | Buy |
601,515
+139,367
| +30% | +$31M | 0.8% | 22 |
|
|
2024
Q4 | $116M | Buy |
462,148
+24,823
| +6% | +$6.22M | 1.15% | 19 |
|
|
2024
Q3 | $102M | Buy |
437,325
+45,130
| +12% | +$10.5M | 1.04% | 18 |
|
|
2024
Q2 | $82.6M | Buy |
392,195
+19,542
| +5% | +$4.12M | 1.06% | 19 |
|
|
2024
Q1 | $63.9M | Buy |
372,653
+3,364
| +0.9% | +$577K | 0.85% | 23 |
|
|
2023
Q4 | $71.1M | Buy |
369,289
+25,252
| +7% | +$4.86M | 1.01% | 21 |
|
|
2023
Q3 | $58.9M | Buy |
344,037
+39,385
| +13% | +$6.74M | 0.97% | 23 |
|
|
2023
Q2 | $59.1M | Buy |
304,652
+6,410
| +2% | +$1.24M | 0.97% | 21 |
|
|
2023
Q1 | $49.2M | Sell |
298,242
-24,806
| -8% | -$4.09M | 0.84% | 27 |
|
|
2022
Q4 | $42M | Buy |
323,048
+26,593
| +9% | +$3.46M | 0.76% | 27 |
|
|
2022
Q3 | $41M | Sell |
296,455
-3,374
| -1% | -$466K | 0.86% | 24 |
|
|
2022
Q2 | $41M | Buy |
299,829
+89,865
| +43% | +$12.3M | 0.86% | 21 |
|
|
2022
Q1 | $36.7M | Sell |
209,964
-58,421
| -22% | -$10.2M | 0.82% | 17 |
|
|
2021
Q4 | $47.7M | Sell |
268,385
-61,643
| -19% | -$10.9M | 1.05% | 18 |
|
|
2021
Q3 | $46.7M | Buy |
330,028
+164,199
| +99% | +$23.2M | 0.97% | 18 |
|
|
2021
Q2 | $22.7M | Sell |
165,829
-264,504
| -61% | -$36.2M | 0.6% | 25 |
|
|
2021
Q1 | $52.6M | Buy |
430,333
+127,453
| +42% | +$15.6M | 1.25% | 16 |
|
|
2020
Q4 | $40.2M | Buy |
302,880
+171,501
| +131% | +$22.8M | 1.2% | 17 |
|
|
2020
Q3 | $15.2M | Buy |
131,379
+101,156
| +335% | +$11.7M | 0.9% | 18 |
|
|
2020
Q2 | $11M | Sell |
30,223
-84,104
| -74% | -$30.7M | 0.77% | 20 |
|
|
2020
Q1 | $29.1M | Buy |
114,327
+96,480
| +541% | +$24.5M | 1.22% | 18 |
|
|
2019
Q4 | $5.24M | Buy |
17,847
+3,144
| +21% | +$923K | 0.38% | 25 |
|
|
2019
Q3 | $3.29M | Buy |
14,703
+10,820
| +279% | +$2.42M | 0.27% | 25 |
|
|
2019
Q2 | $769K | Buy |
+3,883
| New | +$769K | 0.07% | 40 |
|
|
2019
Q1 | – | Sell |
-6,096
| Closed | -$962K | – | 49 |
|
|
2018
Q4 | $962K | Buy |
+6,096
| New | +$962K | 0.09% | 27 |
|