Arcadia Wealth Management (New Hampshire)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Sell |
2,675
-621
| -19% | -$127K | 0.24% | 43 |
|
|
2025
Q1 | $732K | Buy |
3,296
+320
| +11% | +$71.1K | 0.36% | 39 |
|
|
2024
Q4 | $745K | Sell |
2,976
-231
| -7% | -$57.9K | 0.38% | 38 |
|
|
2024
Q3 | $747K | Sell |
3,207
-84
| -3% | -$19.6K | 0.39% | 33 |
|
|
2024
Q2 | $693K | Sell |
3,291
-23
| -0.7% | -$4.84K | 0.4% | 35 |
|
|
2024
Q1 | $568K | Buy |
3,314
+638
| +24% | +$109K | 0.35% | 37 |
|
|
2023
Q4 | $515K | Buy |
2,676
+89
| +3% | +$17.1K | 0.36% | 36 |
|
|
2023
Q3 | $443K | Sell |
2,587
-22
| -0.8% | -$3.77K | 0.35% | 37 |
|
|
2023
Q2 | $506K | Buy |
2,609
+77
| +3% | +$14.9K | 0.37% | 37 |
|
|
2023
Q1 | $418K | Sell |
2,532
-87
| -3% | -$14.4K | 0.35% | 43 |
|
|
2022
Q4 | $340K | Buy |
+2,619
| New | +$340K | 0.3% | 42 |
|