1858 Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.08M | Sell |
29,618
-453
| -2% | -$92.9K | 4.48% | 3 |
|
|
2025
Q1 | $6.68M | Sell |
30,071
-2,022
| -6% | -$449K | 5.66% | 1 |
|
|
2024
Q4 | $8.04M | Sell |
32,093
-1,023
| -3% | -$256K | 6.37% | 1 |
|
|
2024
Q3 | $7.72M | Buy |
33,116
+1,846
| +6% | +$430K | 6.35% | 1 |
|
|
2024
Q2 | $6.59M | Buy |
31,270
+3,452
| +12% | +$727K | 5.47% | 2 |
|
|
2024
Q1 | $5.36M | Hold |
27,818
| – | – | 5.08% | 2 |
|
|
2023
Q4 | $5.36M | Buy |
+27,818
| New | +$5.36M | 5.08% | 2 |
|