Brooklyn FI’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Buy |
2,923
+1,097
| +60% | +$225K | 0.15% | 51 |
|
|
2025
Q1 | $406K | Buy |
1,826
+491
| +37% | +$109K | 0.13% | 47 |
|
|
2024
Q4 | $334K | Sell |
1,335
-157
| -11% | -$39.3K | 0.11% | 53 |
|
|
2024
Q3 | $348K | Sell |
1,492
-96
| -6% | -$22.4K | 0.12% | 46 |
|
|
2024
Q2 | $334K | Sell |
1,588
-22
| -1% | -$4.63K | 0.13% | 43 |
|
|
2024
Q1 | $276K | Buy |
1,610
+34
| +2% | +$5.83K | 0.11% | 48 |
|
|
2023
Q4 | $303K | Buy |
1,576
+393
| +33% | +$75.6K | 0.14% | 41 |
|
|
2023
Q3 | $203K | Buy |
+1,183
| New | +$203K | 0.11% | 43 |
|
|
2022
Q3 | – | Sell |
-1,496
| Closed | -$203K | – | 41 |
|
|
2022
Q2 | $203K | Buy |
+1,496
| New | +$203K | 0.2% | 42 |
|