Brass Tax 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 | $10.5M | Buy |
51,025
+1,402
| +3% | +$288K | 2.02% | 14 |
|
|
2025
Q1 | $11M | Sell |
49,623
-462
| -0.9% | -$103K | 2.32% | 11 |
|
|
2024
Q4 | $12.5M | Sell |
50,085
-3,252
| -6% | -$814K | 2.64% | 11 |
|
|
2024
Q3 | $12.4M | Buy |
53,337
+10,415
| +24% | +$2.43M | 2.66% | 9 |
|
|
2024
Q2 | $9.04M | Buy |
42,922
+4,427
| +12% | +$932K | 3.91% | 6 |
|
|
2024
Q1 | $6.6M | Buy |
+38,495
| New | +$6.6M | 3.44% | 8 |
|