Buttonwood Financial Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Buy |
14,855
+12
| +0.1% | +$2.46K | 1.22% | 23 |
|
|
2025
Q1 | $3.3M | Buy |
14,843
+81
| +0.5% | +$18K | 1.45% | 19 |
|
|
2024
Q4 | $3.7M | Sell |
14,762
-199
| -1% | -$49.8K | 1.63% | 16 |
|
|
2024
Q3 | $3.49M | Sell |
14,961
-67
| -0.4% | -$15.6K | 1.52% | 19 |
|
|
2024
Q2 | $3.17M | Sell |
15,028
-66
| -0.4% | -$13.9K | 1.49% | 22 |
|
|
2024
Q1 | $2.59M | Sell |
15,094
-767
| -5% | -$132K | 1.22% | 27 |
|
|
2023
Q4 | $3.05M | Sell |
15,861
-129
| -0.8% | -$24.8K | 1.66% | 16 |
|
|
2023
Q3 | $2.74M | Buy |
15,990
+843
| +6% | +$144K | 1.73% | 16 |
|
|
2023
Q2 | $2.94M | Buy |
15,147
+4,615
| +44% | +$895K | 1.84% | 12 |
|
|
2023
Q1 | $1.74M | Sell |
10,532
-17
| -0.2% | -$2.8K | 1.35% | 24 |
|
|
2022
Q4 | $1.37M | Sell |
10,549
-671
| -6% | -$87.2K | 1.15% | 25 |
|
|
2022
Q3 | $1.6M | Sell |
11,220
-863
| -7% | -$123K | 1.45% | 23 |
|
|
2022
Q2 | $1.65M | Sell |
12,083
-326
| -3% | -$44.6K | 1.49% | 22 |
|
|
2022
Q1 | $2.17M | Sell |
12,409
-957
| -7% | -$167K | 1.95% | 14 |
|
|
2021
Q4 | $2.37M | Buy |
+13,366
| New | +$2.37M | 2.32% | 12 |
|