Abundance Wealth Counselors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
58,540
+893
| +2% | +$182K | 2.23% | 9 |
|
|
2025
Q1 | $12.7M | Buy |
57,647
+613
| +1% | +$135K | 2.65% | 9 |
|
|
2024
Q4 | $14.3M | Buy |
57,034
+1,680
| +3% | +$421K | 3.11% | 6 |
|
|
2024
Q3 | $12.9M | Buy |
55,354
+151
| +0.3% | +$35.2K | 2.67% | 6 |
|
|
2024
Q2 | $11.6M | Buy |
55,203
+491
| +0.9% | +$103K | 5.35% | 4 |
|
|
2024
Q1 | $9.38M | Sell |
54,712
-195
| -0.4% | -$33.4K | 2.16% | 7 |
|
|
2023
Q4 | $10.6M | Buy |
54,907
+86
| +0.2% | +$16.6K | 2.75% | 6 |
|
|
2023
Q3 | $9.39M | Buy |
+54,821
| New | +$9.39M | 2.68% | 7 |
|
|
2023
Q2 | – | Sell |
-58,460
| Closed | -$9.64M | – | 65 |
|
|
2023
Q1 | $9.64M | Buy |
58,460
+4,271
| +8% | +$704K | 2.44% | 8 |
|
|
2022
Q4 | $7.04M | Buy |
54,189
+666
| +1% | +$86.5K | 1.92% | 9 |
|
|
2022
Q3 | $7.4M | Buy |
53,523
+297
| +0.6% | +$41K | 2.11% | 8 |
|
|
2022
Q2 | $7.28M | Buy |
53,226
+2,642
| +5% | +$361K | 1.97% | 8 |
|
|
2022
Q1 | $8.83M | Buy |
50,584
+6,001
| +13% | +$1.05M | 2.4% | 7 |
|
|
2021
Q4 | $7.92M | Buy |
+44,583
| New | +$7.92M | 2.03% | 7 |
|
|
2021
Q3 | – | Sell |
-43,416
| Closed | -$5.95M | – | 46 |
|
|
2021
Q2 | $5.95M | Buy |
43,416
+4,416
| +11% | +$605K | 1.54% | 9 |
|
|
2021
Q1 | $4.76M | Buy |
39,000
+1,195
| +3% | +$146K | 1.18% | 12 |
|
|
2020
Q4 | $5.02M | Sell |
37,805
-1,043
| -3% | -$138K | 1.26% | 12 |
|
|
2020
Q3 | $4.5M | Sell |
38,848
-1,304
| -3% | -$151K | 1.3% | 13 |
|
|
2020
Q2 | $3.66M | Buy |
40,152
+16,168
| +67% | +$1.47M | 1.11% | 13 |
|
|
2020
Q1 | $1.53M | Buy |
23,984
+2,136
| +10% | +$136K | 0.53% | 14 |
|
|
2019
Q4 | $1.6M | Buy |
21,848
+32
| +0.1% | +$2.35K | 0.45% | 13 |
|
|
2019
Q3 | $1.22M | Buy |
21,816
+2,600
| +14% | +$146K | 0.37% | 13 |
|
|
2019
Q2 | $951K | Buy |
19,216
+1,200
| +7% | +$59.4K | 0.3% | 14 |
|
|
2019
Q1 | $856K | Sell |
18,016
-28
| -0.2% | -$1.33K | 0.28% | 13 |
|
|
2018
Q4 | $712K | Buy |
+18,044
| New | +$712K | 0.26% | 14 |
|