49 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 | $16.6M | Buy |
258,377
+230,850
| +839% | +$14.9M | 1.77% | 14 |
|
|
2025
Q1 | $6.11M | Sell |
27,527
-1,686
| -6% | -$375K | 0.74% | 26 |
|
|
2024
Q4 | $7.32M | Buy |
29,213
+633
| +2% | +$159K | 1.04% | 22 |
|
|
2024
Q3 | $6.66M | Sell |
28,580
-1,251
| -4% | -$291K | 1.08% | 20 |
|
|
2024
Q2 | $6.47M | Buy |
29,831
+4,627
| +18% | +$1M | 1.28% | 20 |
|
|
2024
Q1 | $4.29M | Buy |
25,204
+2,312
| +10% | +$393K | 0.92% | 23 |
|
|
2023
Q4 | $4.41M | Buy |
+22,892
| New | +$4.41M | 1.13% | 22 |
|