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