Aberdeen 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 | $4.64M | Buy |
22,627
+1
| +0% | +$205 | 3.09% | 4 |
|
|
2025
Q1 | $5.03M | Sell |
22,626
-4,999
| -18% | -$1.11M | 3.47% | 3 |
|
|
2024
Q4 | $6.92M | Buy |
27,625
+1,863
| +7% | +$467K | 4.74% | 3 |
|
|
2024
Q3 | $6M | Sell |
25,762
-7,373
| -22% | -$1.72M | 3.95% | 3 |
|
|
2024
Q2 | $6.98M | Buy |
33,135
+515
| +2% | +$108K | 4.72% | 3 |
|
|
2024
Q1 | $5.59M | Buy |
32,620
+7,396
| +29% | +$1.27M | 3.26% | 5 |
|
|
2023
Q4 | $4.86M | Sell |
25,224
-7,699
| -23% | -$1.48M | 3.52% | 4 |
|
|
2023
Q3 | $5.64M | Buy |
32,923
+500
| +2% | +$85.6K | 4.25% | 3 |
|
|
2023
Q2 | $6.29M | Sell |
32,423
-1,184
| -4% | -$230K | 4.55% | 2 |
|
|
2023
Q1 | $5.54M | Sell |
33,607
-4,179
| -11% | -$689K | 4.13% | 3 |
|
|
2022
Q4 | $4.91M | Buy |
37,786
+3,682
| +11% | +$478K | 3.7% | 3 |
|
|
2022
Q3 | $4.71M | Hold |
34,104
| – | – | 4.15% | 3 |
|
|
2022
Q2 | $4.66M | Sell |
34,104
-42
| -0.1% | -$5.74K | 3.7% | 4 |
|
|
2022
Q1 | $5.96M | Sell |
34,146
-50
| -0.1% | -$8.73K | 4.06% | 3 |
|
|
2021
Q4 | $6.07M | Buy |
34,196
+176
| +0.5% | +$31.3K | 3.96% | 4 |
|
|
2021
Q3 | $4.81M | Sell |
34,020
-48
| -0.1% | -$6.79K | 4.66% | 1 |
|
|
2021
Q2 | $4.67M | Sell |
34,068
-154
| -0.5% | -$21.1K | 4.3% | 1 |
|
|
2021
Q1 | $4.18M | Sell |
34,222
-3,044
| -8% | -$372K | 3.32% | 3 |
|
|
2020
Q4 | $4.95M | Buy |
37,266
+2,518
| +7% | +$334K | 3.73% | 4 |
|
|
2020
Q3 | $4.02M | Sell |
34,748
-15,236
| -30% | -$1.76M | 3.83% | 3 |
|
|
2020
Q2 | $4.56M | Buy |
49,984
+1,492
| +3% | +$136K | 4.88% | 1 |
|
|
2020
Q1 | $3.08M | Sell |
48,492
-1,908
| -4% | -$121K | 3.75% | 3 |
|
|
2019
Q4 | $3.7M | Buy |
+50,400
| New | +$3.7M | 2.76% | 4 |
|