Blue Zone Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
53,201
-637
| -1% | -$131K | 2.73% | 4 |
|
|
2025
Q1 | $12M | Buy |
53,838
+538
| +1% | +$120K | 3.32% | 2 |
|
|
2024
Q4 | $13.3M | Buy |
53,300
+1,437
| +3% | +$360K | 3.85% | 2 |
|
|
2024
Q3 | $12.1M | Buy |
51,863
+1,298
| +3% | +$302K | 3.76% | 2 |
|
|
2024
Q2 | $10.6M | Sell |
50,565
-2,449
| -5% | -$516K | 3.68% | 4 |
|
|
2024
Q1 | $9.09M | Sell |
53,014
-93
| -0.2% | -$15.9K | 3.13% | 4 |
|
|
2023
Q4 | $10.2M | Sell |
53,107
-190
| -0.4% | -$36.6K | 4.08% | 2 |
|
|
2023
Q3 | $9.13M | Sell |
53,297
-32
| -0.1% | -$5.48K | 4% | 3 |
|
|
2023
Q2 | $10.3M | Buy |
53,329
+84
| +0.2% | +$16.3K | 4.77% | 2 |
|
|
2023
Q1 | $8.78M | Sell |
53,245
-459
| -0.9% | -$75.7K | 4.69% | 3 |
|
|
2022
Q4 | $6.98M | Sell |
53,704
-1,414
| -3% | -$184K | 3.73% | 5 |
|
|
2022
Q3 | $7.62M | Sell |
55,118
-157
| -0.3% | -$21.7K | 3.95% | 4 |
|
|
2022
Q2 | $7.56M | Buy |
55,275
+1,164
| +2% | +$159K | 3.43% | 4 |
|
|
2022
Q1 | $9.45M | Buy |
54,111
+9,894
| +22% | +$1.73M | 3.52% | 3 |
|
|
2021
Q4 | $7.85M | Buy |
44,217
+634
| +1% | +$113K | 2.6% | 5 |
|
|
2021
Q3 | $6.17M | Sell |
43,583
-1,245
| -3% | -$176K | 2.14% | 10 |
|
|
2021
Q2 | $6.14M | Buy |
44,828
+688
| +2% | +$94.2K | 2.3% | 5 |
|
|
2021
Q1 | $5.39M | Buy |
44,140
+403
| +0.9% | +$49.2K | 2.29% | 7 |
|
|
2020
Q4 | $5.8M | Sell |
43,737
-121
| -0.3% | -$16.1K | 2.8% | 5 |
|
|
2020
Q3 | $5.08M | Buy |
43,858
+54
| +0.1% | +$6.25K | 2.87% | 7 |
|
|
2020
Q2 | $4M | Buy |
43,804
+568
| +1% | +$51.8K | 2.23% | 11 |
|
|
2020
Q1 | $2.75M | Buy |
43,236
+8,760
| +25% | +$557K | 2.58% | 10 |
|
|
2019
Q4 | $2.53M | Buy |
+34,476
| New | +$2.53M | 1.63% | 17 |
|