1776 Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.6M | Sell |
124,835
-28
| -0% | -$5.75K | 10.55% | 1 |
|
|
2025
Q1 | $27.7M | Sell |
124,863
-817
| -0.7% | -$181K | 12.74% | 1 |
|
|
2024
Q4 | $14.2M | Buy |
125,680
+169
| +0.1% | +$19.1K | 6.53% | 3 |
|
|
2024
Q3 | $29.2M | Sell |
125,511
-4,302
| -3% | -$1M | 13.09% | 1 |
|
|
2024
Q2 | $27.3M | Buy |
129,813
+66
| +0.1% | +$13.9K | 12.3% | 1 |
|
|
2024
Q1 | $22.2M | Sell |
129,747
-6
| -0% | -$1.03K | 10.53% | 1 |
|
|
2023
Q4 | $25M | Buy |
129,753
+3,892
| +3% | +$749K | 12.38% | 1 |
|
|
2023
Q3 | $21.5M | Buy |
125,861
+850
| +0.7% | +$146K | 11.39% | 1 |
|
|
2023
Q2 | $24.2M | Sell |
125,011
-7,733
| -6% | -$1.5M | 12.77% | 1 |
|
|
2023
Q1 | $21.9M | Buy |
132,744
+5,046
| +4% | +$832K | 13.15% | 1 |
|
|
2022
Q4 | $16.6M | Buy |
127,698
+1,569
| +1% | +$203K | 11.89% | 1 |
|
|
2022
Q3 | $17.4M | Buy |
126,129
+461
| +0.4% | +$63.7K | 13.23% | 1 |
|
|
2022
Q2 | $17.2M | Buy |
125,668
+801
| +0.6% | +$110K | 12.06% | 1 |
|
|
2022
Q1 | $21.8M | Buy |
124,867
+4,984
| +4% | +$870K | 12.59% | 1 |
|
|
2021
Q4 | $21.3M | Buy |
119,883
+3,302
| +3% | +$586K | 11.44% | 2 |
|
|
2021
Q3 | $16.4M | Buy |
116,581
+2,256
| +2% | +$317K | 9.35% | 3 |
|
|
2021
Q2 | $15.7M | Sell |
114,325
-213
| -0.2% | -$29.2K | 8.83% | 2 |
|
|
2021
Q1 | $13.5M | Sell |
114,538
-4,532
| -4% | -$533K | 8.49% | 3 |
|
|
2020
Q4 | $15.8M | Sell |
119,070
-251
| -0.2% | -$33.3K | 9.89% | 2 |
|
|
2020
Q3 | $13.8M | Sell |
119,321
-4,963
| -4% | -$575K | 10.03% | 3 |
|
|
2020
Q2 | $11.3M | Sell |
124,284
-113,652
| -48% | -$10.4M | 7.78% | 4 |
|
|
2020
Q1 | $16.3M | Buy |
237,936
+119,136
| +100% | +$8.19M | 6.91% | 3 |
|
|
2019
Q4 | $8.78M | Buy |
+118,800
| New | +$8.78M | 7.47% | 3 |
|