BetterWealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.7M | Sell |
144,586
-2,898
| -2% | -$595K | 7.6% | 5 |
|
|
2025
Q1 | $32.8M | Sell |
147,484
-30,396
| -17% | -$6.75M | 9.19% | 3 |
|
|
2024
Q4 | $44.5M | Buy |
177,880
+36,631
| +26% | +$9.17M | 12.27% | 2 |
|
|
2024
Q3 | $32.9M | Sell |
141,249
-5,249
| -4% | -$1.22M | 9.73% | 2 |
|
|
2024
Q2 | $30.9M | Sell |
146,498
-3,890
| -3% | -$819K | 9.83% | 2 |
|
|
2024
Q1 | $25.8M | Sell |
150,388
-2,980
| -2% | -$511K | 8.4% | 2 |
|
|
2023
Q4 | $29.5M | Buy |
153,368
+1,129
| +0.7% | +$217K | 10.1% | 2 |
|
|
2023
Q3 | $26.1M | Buy |
152,239
+2,010
| +1% | +$344K | 10.5% | 2 |
|
|
2023
Q2 | $29.1M | Sell |
150,229
-11,637
| -7% | -$2.26M | 11.34% | 2 |
|
|
2023
Q1 | $26.7M | Sell |
161,866
-3,651
| -2% | -$602K | 10.8% | 2 |
|
|
2022
Q4 | $21.5M | Sell |
165,517
-511
| -0.3% | -$66.4K | 9.68% | 2 |
|
|
2022
Q3 | $22.9M | Sell |
166,028
-7,828
| -5% | -$1.08M | 11.8% | 2 |
|
|
2022
Q2 | $23.8M | Buy |
173,856
+2,412
| +1% | +$330K | 11.73% | 2 |
|
|
2022
Q1 | $29.9M | Sell |
171,444
-7,410
| -4% | -$1.29M | 40.08% | 1 |
|
|
2021
Q4 | $31.8M | Buy |
+178,854
| New | +$31.8M | 22.27% | 2 |
|