Brady Family Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2M | Sell |
108,270
-1,676
| -2% | -$344K | 6.88% | 1 |
|
|
2025
Q1 | $24.4M | Sell |
109,946
-1,178
| -1% | -$262K | 7.81% | 1 |
|
|
2024
Q4 | $27.8M | Sell |
111,124
-2,000
| -2% | -$501K | 8.54% | 1 |
|
|
2024
Q3 | $26.4M | Buy |
113,124
+1,177
| +1% | +$274K | 7.91% | 1 |
|
|
2024
Q2 | $23.6M | Sell |
111,947
-2,527
| -2% | -$532K | 7.61% | 1 |
|
|
2024
Q1 | $19.6M | Sell |
114,474
-4,177
| -4% | -$716K | 6.37% | 1 |
|
|
2023
Q4 | $22.8M | Buy |
118,651
+1,613
| +1% | +$311K | 7.83% | 1 |
|
|
2023
Q3 | $20M | Sell |
117,038
-8
| -0% | -$1.37K | 7.75% | 1 |
|
|
2023
Q2 | $22.7M | Sell |
117,046
-794
| -0.7% | -$154K | 8.45% | 1 |
|
|
2023
Q1 | $19.4M | Sell |
117,840
-1,662
| -1% | -$274K | 7.67% | 1 |
|
|
2022
Q4 | $15.5M | Buy |
+119,502
| New | +$15.5M | 6.41% | 1 |
|