Aurora Private Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.84M | Sell |
28,466
-1,933
| -6% | -$397K | 4.32% | 2 |
|
2025
Q1 | $6.75M | Sell |
30,399
-2,873
| -9% | -$638K | 5.39% | 2 |
|
2024
Q4 | $8.33M | Sell |
33,272
-1,499
| -4% | -$375K | 6.24% | 1 |
|
2024
Q3 | $8.1M | Sell |
34,771
-650
| -2% | -$151K | 6.36% | 1 |
|
2024
Q2 | $7.46M | Sell |
35,421
-892
| -2% | -$188K | 6.53% | 1 |
|
2024
Q1 | $6.18M | Buy |
36,313
+2,429
| +7% | +$413K | 5.34% | 1 |
|
2023
Q4 | $6.52M | Sell |
33,884
-57
| -0.2% | -$11K | 6.15% | 1 |
|
2023
Q3 | $5.81M | Buy |
33,941
+1,187
| +4% | +$203K | 6.43% | 1 |
|
2023
Q2 | $6.35M | Sell |
32,754
-3,031
| -8% | -$588K | 7.22% | 1 |
|
2023
Q1 | $5.9M | Sell |
35,785
-11
| -0% | -$1.81K | 6.29% | 1 |
|
2022
Q4 | $4.65M | Sell |
35,796
-10,930
| -23% | -$1.42M | 5.32% | 1 |
|
2022
Q3 | $6.46M | Buy |
46,726
+1,086
| +2% | +$150K | 2.99% | 8 |
|
2022
Q2 | $6.24M | Buy |
45,640
+1,637
| +4% | +$224K | 2.81% | 9 |
|
2022
Q1 | $7.68M | Buy |
44,003
+1,818
| +4% | +$317K | 3.16% | 7 |
|
2021
Q4 | $7.49M | Sell |
42,185
-33,881
| -45% | -$6.02M | 3.25% | 5 |
|
2021
Q3 | $10.8M | Sell |
76,066
-24,738
| -25% | -$3.5M | 4.37% | 3 |
|
2021
Q2 | $13.8M | Sell |
100,804
-521
| -0.5% | -$71.4K | 5.53% | 2 |
|
2021
Q1 | $12.4M | Sell |
101,325
-7,386
| -7% | -$902K | 5.13% | 3 |
|
2020
Q4 | $14.4M | Sell |
108,711
-827
| -0.8% | -$110K | 6.1% | 3 |
|
2020
Q3 | $12.7M | Buy |
109,538
+8,314
| +8% | +$963K | 5.43% | 3 |
|
2020
Q2 | $9.23M | Sell |
101,224
-79,552
| -44% | -$7.25M | 4.25% | 7 |
|
2020
Q1 | $11.5M | Buy |
180,776
+89,408
| +98% | +$5.68M | 4.05% | 4 |
|
2019
Q4 | $6.71M | Buy |
+91,368
| New | +$6.71M | 2.37% | 7 |
|