Alterna 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 | $2.61M | Sell |
12,733
-6,454
| -34% | -$1.32M | 2.09% | 13 |
|
|
2025
Q1 | $4.26M | Sell |
19,187
-300
| -2% | -$66.6K | 3.23% | 8 |
|
|
2024
Q4 | $4.88M | Sell |
19,487
-793
| -4% | -$199K | 4.12% | 5 |
|
|
2024
Q3 | $4.73M | Sell |
20,280
-1,383
| -6% | -$322K | 4.24% | 4 |
|
|
2024
Q2 | $4.56M | Buy |
21,663
+1,347
| +7% | +$284K | 4% | 5 |
|
|
2024
Q1 | $3.48M | Buy |
20,316
+2,527
| +14% | +$433K | 2.82% | 8 |
|
|
2023
Q4 | $3.42M | Sell |
17,789
-300
| -2% | -$57.8K | 4.12% | 5 |
|
|
2023
Q3 | $3.1M | Buy |
18,089
+665
| +4% | +$114K | 3.96% | 6 |
|
|
2023
Q2 | $3.38M | Sell |
17,424
-4,679
| -21% | -$908K | 3.92% | 4 |
|
|
2023
Q1 | $3.64M | Sell |
22,103
-4,748
| -18% | -$783K | 4.57% | 3 |
|
|
2022
Q4 | $3.49M | Buy |
26,851
+208
| +0.8% | +$27K | 3.91% | 5 |
|
|
2022
Q3 | $3.68M | Buy |
26,643
+587
| +2% | +$81.1K | 4.37% | 5 |
|
|
2022
Q2 | $3.56M | Buy |
26,056
+274
| +1% | +$37.5K | 3.62% | 4 |
|
|
2022
Q1 | $4.5M | Sell |
25,782
-5,928
| -19% | -$1.04M | 3.8% | 6 |
|
|
2021
Q4 | $5.63M | Buy |
+31,710
| New | +$5.63M | 4.68% | 2 |
|
|
2020
Q4 | $4.14M | Sell |
31,204
-189
| -0.6% | -$25.1K | 5.22% | 2 |
|
|
2020
Q3 | $3.64M | Sell |
31,393
-6,207
| -17% | -$719K | 5.27% | 3 |
|
|
2020
Q2 | $3.43M | Sell |
37,600
-2,000
| -5% | -$182K | 4.1% | 6 |
|
|
2020
Q1 | $2.52M | Sell |
39,600
-12,376
| -24% | -$787K | 3.64% | 7 |
|
|
2019
Q4 | $3.82M | Sell |
51,976
-4,916
| -9% | -$361K | 4.24% | 3 |
|
|
2019
Q3 | $3.19M | Sell |
56,892
-5,296
| -9% | -$297K | 3.77% | 4 |
|
|
2019
Q2 | $3.08M | Sell |
62,188
-54,984
| -47% | -$2.72M | 3.7% | 4 |
|
|
2019
Q1 | $5.56M | Sell |
117,172
-236,612
| -67% | -$11.2M | 4.71% | 2 |
|
|
2018
Q4 | $13.1M | Buy |
+353,784
| New | +$13.1M | 2.13% | 8 |
|