Arbor Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Hold |
1,657
| – | – | 0.28% | 44 |
|
|
2025
Q1 | $368K | Hold |
1,657
| – | – | 0.33% | 40 |
|
|
2024
Q4 | $415K | Buy |
1,657
+200
| +14% | +$50.1K | 0.37% | 38 |
|
|
2024
Q3 | $339K | Buy |
1,457
+1
| +0.1% | +$233 | 0.31% | 38 |
|
|
2024
Q2 | $307K | Hold |
1,456
| – | – | 0.3% | 39 |
|
|
2024
Q1 | $250K | Buy |
1,456
+1
| +0.1% | +$171 | 0.24% | 42 |
|
|
2023
Q4 | $280K | Buy |
+1,455
| New | +$280K | 0.29% | 40 |
|