Angeles 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 | $28.7M | Buy |
139,836
+6,690
| +5% | +$1.37M | 1.97% | 12 |
|
|
2025
Q1 | $29.6M | Buy |
133,146
+3,284
| +3% | +$729K | 2.46% | 10 |
|
|
2024
Q4 | $32.5M | Buy |
129,862
+2,803
| +2% | +$702K | 2.68% | 9 |
|
|
2024
Q3 | $29.6M | Buy |
127,059
+7,308
| +6% | +$1.7M | 2.55% | 10 |
|
|
2024
Q2 | $25.2M | Buy |
119,751
+12,741
| +12% | +$2.68M | 2.37% | 11 |
|
|
2024
Q1 | $18.4M | Buy |
107,010
+8,602
| +9% | +$1.48M | 1.84% | 15 |
|
|
2023
Q4 | $18.9M | Sell |
98,408
-2,887
| -3% | -$556K | 2.31% | 13 |
|
|
2023
Q3 | $17.3M | Buy |
101,295
+10,060
| +11% | +$1.72M | 2.45% | 13 |
|
|
2023
Q2 | $17.7M | Buy |
91,235
+537
| +0.6% | +$104K | 2.41% | 14 |
|
|
2023
Q1 | $15M | Sell |
90,698
-177
| -0.2% | -$29.2K | 2.22% | 16 |
|
|
2022
Q4 | $11.8M | Buy |
90,875
+324
| +0.4% | +$42.1K | 2.07% | 16 |
|
|
2022
Q3 | $12.5M | Sell |
90,551
-1,193
| -1% | -$165K | 2.48% | 12 |
|
|
2022
Q2 | $12.5M | Sell |
91,744
-1,648
| -2% | -$225K | 2.51% | 13 |
|
|
2022
Q1 | $16.3M | Buy |
+93,392
| New | +$16.3M | 3.09% | 9 |
|