ARQ 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 | $3.62M | Hold |
16,292
| – | – | 1.24% | 27 |
|
|
2025
Q1 | $3.62M | Sell |
16,292
-6,394
| -28% | -$1.42M | 1.34% | 26 |
|
|
2024
Q4 | $5.68M | Buy |
22,686
+2,158
| +11% | +$540K | 2.16% | 19 |
|
|
2024
Q3 | $4.7M | Buy |
20,528
+112
| +0.5% | +$25.6K | 1.78% | 20 |
|
|
2024
Q2 | $4.3M | Sell |
20,416
-3,812
| -16% | -$803K | 1.86% | 20 |
|
|
2024
Q1 | $4.15M | Buy |
24,228
+15,108
| +166% | +$2.59M | 1.8% | 22 |
|
|
2023
Q4 | $1.76M | Buy |
9,120
+456
| +5% | +$87.8K | 1.04% | 25 |
|
|
2023
Q3 | $1.48M | Sell |
8,664
-541
| -6% | -$92.6K | 1.11% | 24 |
|
|
2023
Q2 | $1.79M | Buy |
9,205
+1,709
| +23% | +$331K | 1.16% | 24 |
|
|
2023
Q1 | $1.24M | Sell |
7,496
-1,030
| -12% | -$170K | 0.91% | 27 |
|
|
2022
Q4 | $1.11M | Buy |
8,526
+115
| +1% | +$14.9K | 0.72% | 29 |
|
|
2022
Q3 | $1.16M | Buy |
8,411
+398
| +5% | +$55K | 0.9% | 27 |
|
|
2022
Q2 | $1.1M | Buy |
8,013
+2,818
| +54% | +$385K | 0.78% | 28 |
|
|
2022
Q1 | $907K | Buy |
5,195
+8
| +0.2% | +$1.4K | 0.61% | 31 |
|
|
2021
Q4 | $921K | Buy |
5,187
+40
| +0.8% | +$7.1K | 0.65% | 27 |
|
|
2021
Q3 | $728K | Sell |
5,147
-331
| -6% | -$46.8K | 0.47% | 33 |
|
|
2021
Q2 | $750K | Buy |
5,478
+353
| +7% | +$48.3K | 0.48% | 30 |
|
|
2021
Q1 | $626K | Sell |
5,125
-115
| -2% | -$14K | 0.4% | 29 |
|
|
2020
Q4 | $695K | Buy |
5,240
+114
| +2% | +$15.1K | 0.44% | 29 |
|
|
2020
Q3 | $594K | Sell |
5,126
-870
| -15% | -$101K | 0.57% | 28 |
|
|
2020
Q2 | $547K | Sell |
5,996
-520
| -8% | -$47.4K | 0.53% | 28 |
|
|
2020
Q1 | $414K | Buy |
+6,516
| New | +$414K | 0.47% | 29 |
|