Barlow 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 | $25.6M | Sell |
120,277
-8,859
| -7% | -$1.88M | 3.06% | 7 |
|
|
2025
Q1 | $27M | Buy |
129,136
+9,722
| +8% | +$2.03M | 3.55% | 6 |
|
|
2024
Q4 | $28.4M | Buy |
119,414
+526
| +0.4% | +$125K | 3.59% | 6 |
|
|
2024
Q3 | $26.4M | Buy |
118,888
+524
| +0.4% | +$116K | 3.45% | 7 |
|
|
2024
Q2 | $25.9M | Buy |
118,364
+2,737
| +2% | +$598K | 3.58% | 4 |
|
|
2024
Q1 | $20.4M | Sell |
115,627
-682
| -0.6% | -$120K | 2.78% | 7 |
|
|
2023
Q4 | $22.4M | Buy |
+116,309
| New | +$22.4M | 3.18% | 4 |
|