Avid Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
5,479
+1,268
| +30% | +$260K | 0.64% | 25 |
|
|
2025
Q1 | $935K | Buy |
4,211
+930
| +28% | +$207K | 0.63% | 27 |
|
|
2024
Q4 | $822K | Sell |
3,281
-371
| -10% | -$92.9K | 0.58% | 22 |
|
|
2024
Q3 | $851K | Buy |
3,652
+365
| +11% | +$85K | 0.6% | 22 |
|
|
2024
Q2 | $692K | Sell |
3,287
-343
| -9% | -$72.2K | 0.54% | 25 |
|
|
2024
Q1 | $622K | Sell |
3,630
-261
| -7% | -$44.8K | 0.5% | 24 |
|
|
2023
Q4 | $749K | Buy |
+3,891
| New | +$749K | 0.74% | 17 |
|