Absher 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 | $18.6M | Sell |
90,538
-2,081
| -2% | -$427K | 2.3% | 26 |
|
2025
Q1 | $20.6M | Sell |
92,619
-1,725
| -2% | -$383K | 2.7% | 23 |
|
2024
Q4 | $23.6M | Sell |
94,344
-7,939
| -8% | -$1.99M | 3.09% | 17 |
|
2024
Q3 | $23.8M | Sell |
102,283
-11,513
| -10% | -$2.68M | 3.07% | 16 |
|
2024
Q2 | $24M | Buy |
113,796
+1,499
| +1% | +$316K | 3.37% | 15 |
|
2024
Q1 | $19.3M | Buy |
112,297
+676
| +0.6% | +$116K | 2.67% | 23 |
|
2023
Q4 | $21.5M | Sell |
111,621
-2,684
| -2% | -$517K | 3.23% | 18 |
|
2023
Q3 | $19.6M | Buy |
114,305
+1,141
| +1% | +$195K | 3.26% | 17 |
|
2023
Q2 | $22M | Sell |
113,164
-17,103
| -13% | -$3.32M | 3.63% | 12 |
|
2023
Q1 | $21.5M | Sell |
130,267
-7,145
| -5% | -$1.18M | 3.72% | 12 |
|
2022
Q4 | $17.9M | Buy |
137,412
+12,187
| +10% | +$1.58M | 3.27% | 16 |
|
2022
Q3 | $17.3M | Sell |
125,225
-2,379
| -2% | -$329K | 3.63% | 14 |
|
2022
Q2 | $17.4M | Buy |
127,604
+2,623
| +2% | +$359K | 3.39% | 17 |
|
2022
Q1 | $21.8M | Buy |
124,981
+88
| +0.1% | +$15.4K | 3.73% | 12 |
|
2021
Q4 | $22.2M | Buy |
124,893
+70
| +0.1% | +$12.4K | 3.72% | 11 |
|
2021
Q3 | $17.7M | Sell |
124,823
-7,099
| -5% | -$1M | 3.27% | 16 |
|
2021
Q2 | $18.1M | Buy |
131,922
+4,054
| +3% | +$555K | 3.21% | 16 |
|
2021
Q1 | $15.6M | Buy |
127,868
+20,086
| +19% | +$2.45M | 2.96% | 20 |
|
2020
Q4 | $14.3M | Buy |
107,782
+4,958
| +5% | +$658K | 2.99% | 17 |
|
2020
Q3 | $11.9M | Sell |
102,824
-836
| -0.8% | -$96.8K | 2.86% | 22 |
|
2020
Q2 | $9.45M | Buy |
103,660
+77,488
| +296% | +$7.07M | 2.41% | 26 |
|
2020
Q1 | $1.66M | Buy |
26,172
+404
| +2% | +$25.7K | 0.52% | 30 |
|
2019
Q4 | $2.05M | Buy |
+25,768
| New | +$2.05M | 0.52% | 30 |
|