WA
Wealthstream Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.8M | Buy |
18,545
+441
| +2% | +$90.5K | 0.63% | 19 |
|
|
2025
Q1 | $4.02M | Sell |
18,104
-111
| -0.6% | -$24.7K | 0.75% | 15 |
|
|
2024
Q4 | $4.56M | Buy |
18,215
+1,044
| +6% | +$261K | 0.84% | 15 |
|
|
2024
Q3 | $4M | Buy |
17,171
+399
| +2% | +$93K | 0.73% | 17 |
|
|
2024
Q2 | $3.53M | Buy |
16,772
+1,083
| +7% | +$228K | 1.29% | 15 |
|
|
2024
Q1 | $2.69M | Sell |
15,689
-544
| -3% | -$93.3K | 1.02% | 17 |
|
|
2023
Q4 | $3.13M | Buy |
16,233
+3,277
| +25% | +$631K | 1.29% | 14 |
|
|
2023
Q3 | $2.22M | Buy |
12,956
+111
| +0.9% | +$19K | 1.15% | 17 |
|
|
2023
Q2 | $2.49M | Buy |
12,845
+1,123
| +10% | +$218K | 1.31% | 16 |
|
|
2023
Q1 | $1.93M | Buy |
11,722
+1,079
| +10% | +$178K | 1.15% | 17 |
|
|
2022
Q4 | $1.38M | Buy |
10,643
+373
| +4% | +$48.5K | 0.9% | 19 |
|
|
2022
Q3 | $1.42M | Sell |
10,270
-3,765
| -27% | -$520K | 1.52% | 13 |
|
|
2022
Q2 | $1.92M | Buy |
14,035
+1,790
| +15% | +$245K | 1.94% | 12 |
|
|
2022
Q1 | $2.14M | Buy |
12,245
+194
| +2% | +$33.9K | 1.87% | 11 |
|
|
2021
Q4 | $2.14M | Buy |
+12,051
| New | +$2.14M | 1.82% | 10 |
|