Affinity Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.74M | Sell |
26,550
-14
| -0.1% | -$3.64K | 1.02% | 23 |
|
|
2025
Q4 | $7.22M | Sell |
26,564
-216
| -0.8% | -$58K | 1.03% | 23 |
|
|
2025
Q3 | $6.82M | Buy |
26,780
+311
| +1% | +$70.3K | 1% | 24 |
|
|
2025
Q2 | $5.43M | Sell |
26,469
-55
| -0.2% | -$11.1K | 0.87% | 24 |
|
|
2025
Q1 | $5.89M | Sell |
26,524
-306
| -1% | -$70.9K | 1.09% | 22 |
|
|
2024
Q4 | $6.72M | Buy |
26,830
+670
| +3% | +$158K | 1.19% | 24 |
|
|
2024
Q3 | $6.1M | Sell |
26,160
-260
| -1% | -$58.1K | 1.08% | 23 |
|
|
2024
Q2 | $5.56M | Buy |
26,420
+964
| +4% | +$180K | 1.02% | 26 |
|
|
2024
Q1 | $4.37M | Sell |
25,456
-586
| -2% | -$107K | 0.81% | 35 |
|
|
2023
Q4 | $5.01M | Buy |
26,042
+394
| +2% | +$72.7K | 1.03% | 29 |
|
|
2023
Q3 | $4.39M | Buy |
25,648
+115
| +0.5% | +$21.1K | 1.01% | 32 |
|
|
2023
Q2 | $4.95M | Buy |
25,533
+1,112
| +5% | +$194K | 1.14% | 30 |
|
|
2023
Q1 | $4.03M | Buy |
24,421
+387
| +2% | +$57.1K | 0.95% | 34 |
|
|
2022
Q4 | $3.12M | Buy |
24,034
+1,745
| +8% | +$249K | 0.74% | 32 |
|
|
2022
Q3 | $3.08M | Buy |
22,289
+1,171
| +6% | +$184K | 0.77% | 29 |
|
|
2022
Q2 | $3.07M | Sell |
21,118
-157
| -0.7% | -$23.8K | 0.71% | 29 |
|
|
2022
Q1 | $3.63M | Sell |
21,275
-5,697
| -21% | -$958K | 0.74% | 31 |
|
|
2021
Q4 | $4.54M | Buy |
26,972
+1,111
| +4% | +$176K | 0.94% | 27 |
|
|
2021
Q3 | $3.6M | Buy |
25,861
+1,863
| +8% | +$274K | 0.71% | 30 |
|
|
2021
Q2 | $3.49M | Buy |
23,998
+37
| +0.2% | +$4.79K | 0.69% | 34 |
|
|
2021
Q1 | $3.2M | Buy |
23,961
+412
| +2% | +$52.9K | 0.65% | 33 |
|
|
2020
Q4 | $3.01M | Buy |
23,549
+1,608
| +7% | +$193K | 0.64% | 34 |
|
|
2020
Q3 | $2.51M | Sell |
21,941
-71
| -0.3% | -$7.75K | 0.68% | 27 |
|
|
2020
Q2 | $2.34M | Sell |
22,012
-152
| -0.7% | -$11.8K | 2.95% | 13 |
|
|
2020
Q1 | $1.6M | Sell |
22,164
-2,756
| -11% | -$203K | 0.96% | 19 |
|
|
2019
Q4 | $1.83M | Buy |
24,920
+4,372
| +21% | +$281K | 0.68% | 26 |
|
|
2019
Q3 | $1.15M | Sell |
20,548
-1,708
| -8% | -$89.3K | 0.46% | 38 |
|
|
2019
Q2 | $1.1M | Sell |
22,256
-12,596
| -36% | -$614K | 0.43% | 40 |
|
|
2019
Q1 | $1.66M | Sell |
34,852
-1,464
| -4% | -$62.1K | 0.66% | 22 |
|
|
2018
Q4 | $1.43M | Buy |
+36,316
| New | +$1.76M | 0.87% | 20 |
|
|
2017
Q3 | $1.1M | Buy |
28,540
+64
| +0.2% | +$2.48K | 0.67% | 10 |
|
|
2017
Q2 | $1.02M | Buy |
28,476
+36
| +0.1% | +$1.33K | 0.65% | 11 |
|
|
2017
Q1 | $1.02M | Buy |
28,440
+2,880
| +11% | +$94.8K | 0.57% | 12 |
|
|
2016
Q4 | $740K | Sell |
25,560
-3,540
| -12% | -$100K | 0.42% | 16 |
|
|
2016
Q3 | $822K | Buy |
29,100
+228
| +0.8% | +$6.04K | 0.53% | 15 |
|
|
2016
Q2 | $690K | Sell |
28,872
-5,576
| -16% | -$139K | 0.47% | 18 |
|
|
2016
Q1 | $939K | Buy |
34,448
+1,904
| +6% | +$47.4K | 0.58% | 16 |
|
|
2015
Q4 | $856K | Buy |
32,544
+2,404
| +8% | +$68.7K | 0.56% | 17 |
|
|
2015
Q3 | $831K | Sell |
30,140
-544
| -2% | -$16K | 0.83% | 15 |
|
|
2015
Q2 | $962K | Buy |
30,684
+3,236
| +12% | +$104K | 0.62% | 15 |
|
|
2015
Q1 | $854K | Buy |
27,448
+376
| +1% | +$11.4K | 0.5% | 16 |
|
|
2014
Q4 | $747K | Buy |
+27,072
| New | +$737K | 0.6% | 11 |
|
|
2014
Q2 | $569K | Buy |
+24,492
| New | +$521K | 0.54% | 9 |
|
|
2013
Q3 | $423K | Buy |
24,864
+336
| +1% | +$5.57K | 0.18% | 35 |
|
|
2013
Q2 | $347K | Buy |
+24,528
| New | +$377K | 0.16% | 30 |
|
Other funds holding AAPL
VCM
VPM
