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White Knight Strategic Wealth Advisors’s Apple AAPL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.5M Sell
21,923
-14
-0.1% -$2.87K 3.83% 6
2025
Q1
$4.87M Sell
21,937
-22,070
-50% -$4.9M 4.49% 3
2024
Q4
$11M Buy
44,007
+21,737
+98% +$5.44M 4.61% 5
2024
Q3
$5.19M Sell
22,270
-146
-0.7% -$34K 4.7% 3
2024
Q2
$4.72M Buy
22,416
+70
+0.3% +$14.7K 4.71% 4
2024
Q1
$3.83M Sell
22,346
-60
-0.3% -$10.3K 3.98% 5
2023
Q4
$4.31M Sell
22,406
-696
-3% -$134K 4.96% 3
2023
Q3
$3.96M Sell
23,102
-1,509
-6% -$258K 5.22% 3
2023
Q2
$4.77M Sell
24,611
-1,025
-4% -$199K 5.59% 3
2023
Q1
$4.23M Sell
25,636
-769
-3% -$127K 5.31% 3
2022
Q4
$3.43M Sell
26,405
-164
-0.6% -$21.3K 4.71% 3
2022
Q3
$3.67M Sell
26,569
-546
-2% -$75.5K 5.26% 4
2022
Q2
$3.71M Buy
27,115
+180
+0.7% +$24.6K 5.12% 4
2022
Q1
$4.7M Buy
26,935
+5
+0% +$873 5.09% 4
2021
Q4
$4.78M Buy
+26,930
New +$4.78M 5% 4