Wellcome Trust’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 | $574M | Hold |
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|
2025
Q1 | $622M | Hold |
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|
2024
Q4 | $701M | Hold |
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|
2024
Q3 | $652M | Hold |
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|
2024
Q2 | $590M | Hold |
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|
2024
Q1 | $480M | Hold |
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|
2023
Q4 | $539M | Hold |
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|
2023
Q3 | $479M | Sell |
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|
2023
Q2 | $563M | Sell |
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|
2023
Q1 | $511M | Sell |
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|
2022
Q4 | $429M | Hold |
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|
2022
Q3 | $456M | Sell |
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|
2022
Q2 | $465M | Sell |
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|
2022
Q1 | $698M | Sell |
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|
2021
Q4 | $748M | Sell |
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|
2021
Q3 | $623M | Hold |
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|
2021
Q2 | $603M | Hold |
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|
2021
Q1 | $537M | Sell |
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|
2020
Q4 | $690M | Hold |
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|
2020
Q3 | $602M | Hold |
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|
2020
Q2 | $474M | Sell |
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|
2020
Q1 | $509M | Sell |
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|
2019
Q4 | $940M | Sell |
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|
2019
Q3 | $725M | Hold |
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|
2019
Q2 | $640M | Hold |
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|
2019
Q1 | $614M | Hold |
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|
2018
Q4 | $510M | Sell |
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|
2018
Q3 | $790M | Hold |
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|
2018
Q2 | $648M | Hold |
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|
2018
Q1 | $587M | Hold |
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|
2017
Q4 | $592M | Hold |
|
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|
2017
Q3 | $539M | Hold |
|
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|
2017
Q2 | $504M | Hold |
|
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|
2017
Q1 | $503M | Hold |
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|
2016
Q4 | $405M | Hold |
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|
2016
Q3 | $396M | Hold |
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|
2016
Q2 | $335M | Hold |
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|
2016
Q1 | $381M | Hold |
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|
2015
Q4 | $368M | Hold |
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|
2015
Q3 | $386M | Hold |
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|
2015
Q2 | $439M | Hold |
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|
2015
Q1 | $436M | Sell |
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|
2014
Q4 | $393M | Hold |
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|
2014
Q3 | $359M | Buy |
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|
2014
Q2 | $316M | Buy |
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|
2014
Q1 | $260M | Buy |
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|
2013
Q4 | $258M | Hold |
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|
2013
Q3 | $219M | Hold |
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|
2013
Q2 | $182M | Buy |
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