Brown 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 | $2.69M | Buy |
13,107
+1,201
| +10% | +$246K | 0.84% | 28 |
|
|
2025
Q1 | $2.64M | Buy |
11,906
+3,463
| +41% | +$769K | 0.91% | 29 |
|
|
2024
Q4 | $2.11M | Buy |
8,443
+380
| +5% | +$95.2K | 0.75% | 28 |
|
|
2024
Q3 | $1.88M | Buy |
8,063
+606
| +8% | +$141K | 0.68% | 29 |
|
|
2024
Q2 | $1.57M | Buy |
7,457
+48
| +0.6% | +$10.1K | 0.63% | 32 |
|
|
2024
Q1 | $1.27M | Buy |
7,409
+8
| +0.1% | +$1.37K | 0.53% | 33 |
|
|
2023
Q4 | $1.42M | Buy |
7,401
+2
| +0% | +$385 | 0.63% | 31 |
|
|
2023
Q3 | $1.27M | Sell |
7,399
-710
| -9% | -$122K | 0.6% | 33 |
|
|
2023
Q2 | $1.57M | Buy |
+8,109
| New | +$1.57M | 0.81% | 31 |
|