Brown Miller 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 | $23.1M | Sell |
112,515
-1,443
| -1% | -$296K | 7.17% | 2 |
|
|
2025
Q1 | $25.3M | Buy |
113,958
+85
| +0.1% | +$18.9K | 8.76% | 2 |
|
|
2024
Q4 | $28.5M | Buy |
113,873
+1,137
| +1% | +$285K | 10.94% | 2 |
|
|
2024
Q3 | $26.3M | Buy |
112,736
+560
| +0.5% | +$130K | 10.21% | 2 |
|
|
2024
Q2 | $23.6M | Buy |
112,176
+705
| +0.6% | +$148K | 9.81% | 2 |
|
|
2024
Q1 | $19.1M | Sell |
111,471
-1,778
| -2% | -$305K | 8.43% | 2 |
|
|
2023
Q4 | $21.8M | Sell |
113,249
-1,209
| -1% | -$233K | 10.9% | 1 |
|
|
2023
Q3 | $19.6M | Sell |
114,458
-910
| -0.8% | -$156K | 10.94% | 1 |
|
|
2023
Q2 | $22.4M | Sell |
115,368
-244
| -0.2% | -$47.3K | 12.08% | 1 |
|
|
2023
Q1 | $19.1M | Sell |
115,612
-221
| -0.2% | -$36.4K | 11.28% | 1 |
|
|
2022
Q4 | $15.1M | Buy |
115,833
+323
| +0.3% | +$42K | 9.51% | 1 |
|
|
2022
Q3 | $16M | Buy |
115,510
+1,237
| +1% | +$171K | 11.32% | 1 |
|
|
2022
Q2 | $15.6M | Sell |
114,273
-1,828
| -2% | -$250K | 10.63% | 1 |
|
|
2022
Q1 | $20.3M | Buy |
116,101
+5,405
| +5% | +$944K | 11.73% | 1 |
|
|
2021
Q4 | $19.7M | Sell |
110,696
-4,504
| -4% | -$800K | 11.25% | 1 |
|
|
2021
Q3 | $16.3M | Buy |
115,200
+248
| +0.2% | +$35.1K | 10.23% | 1 |
|
|
2021
Q2 | $15.7M | Buy |
114,952
+614
| +0.5% | +$84.1K | 10.06% | 1 |
|
|
2021
Q1 | $14M | Buy |
114,338
+1,859
| +2% | +$227K | 9.87% | 1 |
|
|
2020
Q4 | $14.9M | Buy |
+112,479
| New | +$14.9M | 11.21% | 1 |
|