Allie Family Office’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,631
| Closed | -$807K | – | 96 |
|
|
2025
Q1 | $807K | Hold |
3,631
| – | – | 0.44% | 37 |
|
|
2024
Q4 | $907K | Buy |
3,631
+150
| +4% | +$37.5K | 0.5% | 33 |
|
|
2024
Q3 | $811K | Buy |
3,481
+650
| +23% | +$151K | 0.44% | 37 |
|
|
2024
Q2 | $596K | Buy |
+2,831
| New | +$596K | 0.36% | 46 |
|
|
2022
Q1 | – | Sell |
-5,300
| Closed | -$941K | – | 60 |
|
|
2021
Q4 | $941K | Buy |
+5,300
| New | +$941K | 0.74% | 26 |
|