Arrowroot Family Office’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.48M | Buy |
+16,964
| New | +$3.48M | 1.56% | 18 |
|
2024
Q4 | $4.58M | Buy |
18,305
+4,970
| +37% | +$1.24M | 2.38% | 9 |
|
2024
Q3 | $3.11M | Buy |
13,335
+1,145
| +9% | +$267K | 1.81% | 17 |
|
2024
Q2 | $2.57M | Sell |
12,190
-353
| -3% | -$74.3K | 1.64% | 18 |
|
2024
Q1 | $2.15M | Buy |
12,543
+274
| +2% | +$47K | 1.38% | 19 |
|
2023
Q4 | $2.36M | Sell |
12,269
-671
| -5% | -$129K | 1.67% | 16 |
|
2023
Q3 | $2.22M | Sell |
12,940
-536
| -4% | -$91.8K | 1.75% | 15 |
|
2023
Q2 | $2.61M | Buy |
13,476
+1,729
| +15% | +$335K | 1.98% | 11 |
|
2023
Q1 | $1.94M | Buy |
+11,747
| New | +$1.94M | 1.65% | 16 |
|