AWS
Arkfeld Wealth Strategies’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Buy |
67,199
+858
| +1% | +$180K | 5.57% | 3 |
|
|
2025
Q1 | $13.2M | Buy |
66,341
+1,247
| +2% | +$248K | 5.72% | 3 |
|
|
2024
Q4 | $15.3M | Sell |
65,094
-41
| -0.1% | -$9.61K | 7.01% | 3 |
|
|
2024
Q3 | $14.8M | Sell |
65,135
-1,021
| -2% | -$232K | 7.15% | 3 |
|
|
2024
Q2 | $15.1M | Sell |
66,156
-22
| -0% | -$5.01K | 7.65% | 3 |
|
|
2024
Q1 | $11.1M | Buy |
66,178
+2,286
| +4% | +$384K | 6.09% | 4 |
|
|
2023
Q4 | $11.8M | Buy |
63,892
+4,656
| +8% | +$862K | 7.76% | 3 |
|
|
2023
Q3 | $10.6M | Sell |
59,236
-3,152
| -5% | -$562K | 7.62% | 3 |
|
|
2023
Q2 | $11.8M | Buy |
62,388
+250
| +0.4% | +$47.4K | 8.59% | 3 |
|
|
2023
Q1 | $9.99M | Buy |
62,138
+733
| +1% | +$118K | 7.12% | 2 |
|
|
2022
Q4 | $8.03M | Sell |
61,405
-6,702
| -10% | -$876K | 5.29% | 4 |
|
|
2022
Q3 | $9.43M | Buy |
68,107
+980
| +1% | +$136K | 6.53% | 3 |
|
|
2022
Q2 | $9.87M | Sell |
67,127
-316
| -0.5% | -$46.5K | 6.46% | 4 |
|
|
2022
Q1 | $11.3M | Sell |
67,443
-2,036
| -3% | -$341K | 7.31% | 2 |
|
|
2021
Q4 | $12M | Buy |
69,479
+119
| +0.2% | +$20.5K | 7.2% | 3 |
|
|
2021
Q3 | $9.91M | Buy |
69,360
+282
| +0.4% | +$40.3K | 5.96% | 4 |
|
|
2021
Q2 | $10.3M | Sell |
69,078
-506
| -0.7% | -$75.5K | 6.26% | 3 |
|
|
2021
Q1 | $9.13M | Sell |
69,584
-2,641
| -4% | -$347K | 5.82% | 3 |
|
|
2020
Q4 | $9.3M | Sell |
72,225
-4,109
| -5% | -$529K | 7.17% | 3 |
|
|
2020
Q3 | $8.63M | Buy |
76,334
+57,275
| +301% | +$6.47M | 8.15% | 2 |
|
|
2020
Q2 | $6.95M | Sell |
19,059
-1,189
| -6% | -$434K | 7.76% | 2 |
|
|
2020
Q1 | $5.15M | Sell |
20,248
-7,958
| -28% | -$2.02M | 6.9% | 4 |
|
|
2019
Q4 | $6.32M | Buy |
+28,206
| New | +$6.32M | 7.21% | 3 |
|