44 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 | $4.98M | Sell |
24,270
-96
| -0.4% | -$19.7K | 1.76% | 3 |
|
|
2025
Q1 | $5.41M | Buy |
24,366
+1,128
| +5% | +$251K | 2.03% | 3 |
|
|
2024
Q4 | $5.82M | Sell |
23,238
-1,091
| -4% | -$273K | 2.24% | 3 |
|
|
2024
Q3 | $5.61M | Buy |
+24,329
| New | +$5.61M | 1.98% | 3 |
|
|
2023
Q2 | $5.9M | Sell |
30,414
-182
| -0.6% | -$35.3K | 2.01% | 7 |
|
|
2023
Q1 | $5.05M | Sell |
30,596
-629
| -2% | -$104K | 1.71% | 13 |
|
|
2022
Q4 | $4.06M | Buy |
31,225
+765
| +3% | +$99.4K | 1.4% | 17 |
|
|
2022
Q3 | $4.21M | Sell |
30,460
-62
| -0.2% | -$8.57K | 1.73% | 14 |
|
|
2022
Q2 | $4.17M | Sell |
30,522
-191
| -0.6% | -$26.1K | 1.61% | 14 |
|
|
2022
Q1 | $5.36M | Sell |
30,713
-811
| -3% | -$142K | 1.93% | 14 |
|
|
2021
Q4 | $5.6M | Buy |
31,524
+232
| +0.7% | +$41.2K | 1.94% | 12 |
|
|
2021
Q3 | $4.43M | Sell |
31,292
-322
| -1% | -$45.6K | 1.69% | 14 |
|
|
2021
Q2 | $4.33M | Sell |
31,614
-1,832
| -5% | -$251K | 1.67% | 13 |
|
|
2021
Q1 | $4.09M | Buy |
33,446
+1,141
| +4% | +$139K | 1.71% | 13 |
|
|
2020
Q4 | $4.29M | Buy |
+32,305
| New | +$4.29M | 1.95% | 13 |
|