Argonautica Private 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 | $15.5M | Sell |
75,451
-1,678
| -2% | -$344K | 4.9% | 2 |
|
2025
Q1 | $17.1M | Sell |
77,129
-936
| -1% | -$208K | 5.89% | 1 |
|
2024
Q4 | $19.5M | Sell |
78,065
-963
| -1% | -$241K | 6.31% | 1 |
|
2024
Q3 | $18.4M | Buy |
79,028
+220
| +0.3% | +$51.3K | 6.11% | 1 |
|
2024
Q2 | $16.6M | Buy |
78,808
+75
| +0.1% | +$15.8K | 5.68% | 2 |
|
2024
Q1 | $13.5M | Buy |
78,733
+8,335
| +12% | +$1.43M | 4.84% | 2 |
|
2023
Q4 | $13.6M | Sell |
70,398
-6,104
| -8% | -$1.18M | 5.56% | 1 |
|
2023
Q3 | $13.1M | Buy |
76,502
+17
| +0% | +$2.91K | 5.88% | 1 |
|
2023
Q2 | $14.8M | Sell |
76,485
-652
| -0.8% | -$126K | 6.67% | 1 |
|
2023
Q1 | $12.7M | Sell |
77,137
-5,926
| -7% | -$977K | 6.41% | 1 |
|
2022
Q4 | $10.8M | Buy |
+83,063
| New | +$10.8M | 5.53% | 1 |
|