Altus 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 | $649K | Sell |
3,165
-5,255
| -62% | -$1.08M | 0.31% | 16 |
|
|
2025
Q1 | $1.87M | Sell |
8,420
-249
| -3% | -$55.3K | 0.88% | 14 |
|
|
2024
Q4 | $2.17M | Buy |
8,669
+133
| +2% | +$33.3K | 0.97% | 11 |
|
|
2024
Q3 | $1.99M | Sell |
8,536
-972
| -10% | -$226K | 0.93% | 11 |
|
|
2024
Q2 | $2M | Buy |
9,508
+55
| +0.6% | +$11.6K | 0.96% | 11 |
|
|
2024
Q1 | $1.62M | Buy |
9,453
+2,048
| +28% | +$351K | 0.85% | 11 |
|
|
2023
Q4 | $1.43M | Buy |
7,405
+162
| +2% | +$31.2K | 0.85% | 12 |
|
|
2023
Q3 | $1.24M | Buy |
7,243
+1,080
| +18% | +$185K | 0.86% | 12 |
|
|
2023
Q2 | $1.2M | Sell |
6,163
-395
| -6% | -$76.6K | 0.94% | 9 |
|
|
2023
Q1 | $1.08M | Buy |
6,558
+4
| +0.1% | +$660 | 0.89% | 9 |
|
|
2022
Q4 | $852K | Buy |
6,554
+5
| +0.1% | +$650 | 0.75% | 10 |
|
|
2022
Q3 | $905K | Sell |
6,549
-453
| -6% | -$62.6K | 0.78% | 13 |
|
|
2022
Q2 | $957K | Buy |
7,002
+11
| +0.2% | +$1.5K | 0.74% | 14 |
|
|
2022
Q1 | $1.22M | Sell |
6,991
-281
| -4% | -$49.1K | 0.84% | 14 |
|
|
2021
Q4 | $1.29M | Buy |
7,272
+206
| +3% | +$36.6K | 0.77% | 15 |
|
|
2021
Q3 | $1M | Sell |
7,066
-25
| -0.4% | -$3.54K | 0.63% | 15 |
|
|
2021
Q2 | $971K | Sell |
7,091
-9
| -0.1% | -$1.23K | 0.63% | 16 |
|
|
2021
Q1 | $867K | Buy |
7,100
+287
| +4% | +$35K | 0.62% | 16 |
|
|
2020
Q4 | $904K | Buy |
6,813
+77
| +1% | +$10.2K | 0.7% | 15 |
|
|
2020
Q3 | $780K | Buy |
6,736
+80
| +1% | +$9.26K | 0.72% | 13 |
|
|
2020
Q2 | $607K | Sell |
6,656
-28
| -0.4% | -$2.55K | 0.68% | 14 |
|
|
2020
Q1 | $425K | Buy |
6,684
+948
| +17% | +$60.3K | 0.61% | 15 |
|
|
2019
Q4 | $421K | Buy |
+5,736
| New | +$421K | 0.41% | 20 |
|