Altus Wealth Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.29M | Buy |
30,660
+145
| +0.5% | +$29.8K | 2.78% | 8 |
|
|
2025
Q1 | $6.78M | Sell |
30,515
-1,121
| -4% | -$249K | 3.17% | 7 |
|
|
2024
Q4 | $7.92M | Buy |
31,636
+89
| +0.3% | +$22.3K | 3.5% | 5 |
|
|
2024
Q3 | $7.35M | Buy |
31,547
+805
| +3% | +$188K | 3.14% | 6 |
|
|
2024
Q2 | $6.47M | Buy |
30,742
+291
| +1% | +$61.3K | 3.24% | 6 |
|
|
2024
Q1 | $5.22M | Buy |
30,451
+266
| +0.9% | +$45.6K | 2.62% | 10 |
|
|
2023
Q4 | $5.81M | Buy |
30,185
+155
| +0.5% | +$29.8K | 3.22% | 7 |
|
|
2023
Q3 | $5.14M | Sell |
30,030
-931
| -3% | -$159K | 3.26% | 7 |
|
|
2023
Q2 | $6.01M | Buy |
30,961
+222
| +0.7% | +$43.1K | 3.69% | 6 |
|
|
2023
Q1 | $5.07M | Sell |
30,739
-161
| -0.5% | -$26.5K | 3.41% | 6 |
|
|
2022
Q4 | $4.01M | Buy |
30,900
+3,285
| +12% | +$427K | 3.05% | 6 |
|
|
2022
Q3 | $3.91M | Hold |
27,615
| – | – | 3.89% | 6 |
|
|
2022
Q2 | $3.91M | Sell |
27,615
-374
| -1% | -$52.9K | 3.89% | 6 |
|
|
2022
Q1 | $4.89M | Buy |
27,989
+187
| +0.7% | +$32.7K | 4% | 4 |
|
|
2021
Q4 | $4.94M | Buy |
27,802
+187
| +0.7% | +$33.2K | 4.07% | 5 |
|
|
2021
Q3 | $3.91M | Buy |
27,615
+951
| +4% | +$135K | 3.89% | 6 |
|
|
2021
Q2 | $3.65M | Sell |
26,664
-40
| -0.1% | -$5.48K | 3.57% | 6 |
|
|
2021
Q1 | $3.41M | Sell |
26,704
-1,219
| -4% | -$156K | 3.39% | 6 |
|
|
2020
Q4 | $3.71M | Buy |
+27,923
| New | +$3.71M | 3.54% | 5 |
|