W
WorthPointe’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.41M | Sell |
11,722
-1,227
| -9% | -$252K | 1.01% | 15 |
|
|
2025
Q1 | $2.88M | Sell |
12,949
-3,758
| -22% | -$835K | 1.29% | 12 |
|
|
2024
Q4 | $4.18M | Buy |
16,707
+6
| +0% | +$1.5K | 1.7% | 10 |
|
|
2024
Q3 | $3.89M | Buy |
16,701
+397
| +2% | +$92.5K | 1.64% | 10 |
|
|
2024
Q2 | $3.43M | Sell |
16,304
-17
| -0.1% | -$3.58K | 1.57% | 10 |
|
|
2024
Q1 | $2.8M | Sell |
16,321
-273
| -2% | -$46.8K | 1.41% | 11 |
|
|
2023
Q4 | $3.19M | Sell |
16,594
-1,404
| -8% | -$270K | 1.63% | 9 |
|
|
2023
Q3 | $3.08M | Buy |
17,998
+2,626
| +17% | +$450K | 1.82% | 8 |
|
|
2023
Q2 | $2.98M | Buy |
15,372
+7,010
| +84% | +$1.36M | 1.8% | 8 |
|
|
2023
Q1 | $1.38M | Sell |
8,362
-514
| -6% | -$84.8K | 0.9% | 17 |
|
|
2022
Q4 | $1.15M | Buy |
8,876
+712
| +9% | +$92.5K | 0.78% | 18 |
|
|
2022
Q3 | $1.13M | Sell |
8,164
-175
| -2% | -$24.2K | 0.95% | 14 |
|
|
2022
Q2 | $1.14M | Buy |
8,339
+169
| +2% | +$23.1K | 0.96% | 14 |
|
|
2022
Q1 | $1.43M | Buy |
8,170
+160
| +2% | +$27.9K | 1.15% | 11 |
|
|
2021
Q4 | $1.1M | Buy |
+8,010
| New | +$1.1M | 0.97% | 15 |
|