Wellspring Financial Advisors’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 | $14.4M | Buy |
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|
2025
Q1 | $14.9M | Buy |
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|
2024
Q4 | $16.2M | Buy |
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|
2024
Q3 | $8.46M | Buy |
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|
2024
Q2 | $12M | Buy |
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|
2024
Q1 | $5.26M | Buy |
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|
2023
Q4 | $5.8M | Buy |
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|
2023
Q3 | $4.8M | Buy |
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|
2023
Q2 | $4.78M | Sell |
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|
2023
Q1 | $4.13M | Sell |
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|
2022
Q4 | $4.82M | Buy |
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|
2022
Q3 | $3.71M | Sell |
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|
2022
Q2 | $4.22M | Buy |
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|
2022
Q1 | $4.66M | Buy |
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|
2021
Q4 | $4.69M | Buy |
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|
2021
Q3 | $3.73M | Buy |
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|
2021
Q2 | $3.57M | Buy |
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|
2021
Q1 | $1.65M | Sell |
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|
2020
Q4 | $3.5M | Buy |
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|
2020
Q3 | $3.07M | Buy |
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|
2020
Q2 | $2.35M | Sell |
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|
2020
Q1 | $1.65M | Buy |
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