Aviso Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.4M | Buy |
79,845
+475
| +0.6% | +$97.5K | 7.65% | 1 |
|
|
2025
Q1 | $17.6M | Sell |
79,370
-1,184
| -1% | -$263K | 9.37% | 1 |
|
|
2024
Q4 | $20.2M | Sell |
80,554
-713
| -0.9% | -$179K | 10.29% | 1 |
|
|
2024
Q3 | $18.9M | Buy |
81,267
+4,003
| +5% | +$933K | 10.27% | 1 |
|
|
2024
Q2 | $16.3M | Sell |
77,264
-772
| -1% | -$163K | 9.66% | 1 |
|
|
2024
Q1 | $13.4M | Buy |
78,036
+2,412
| +3% | +$414K | 8.44% | 1 |
|
|
2023
Q4 | $14.6M | Buy |
+75,624
| New | +$14.6M | 10.55% | 1 |
|