Caitlin John’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
7,187
+4,726
| +192% | +$970K | 1.34% | 20 |
|
|
2025
Q1 | $547K | Sell |
2,461
-1,119
| -31% | -$249K | 0.54% | 53 |
|
|
2024
Q4 | $896K | Buy |
3,580
+2
| +0.1% | +$501 | 0.59% | 51 |
|
|
2024
Q3 | $805K | Sell |
3,578
-211
| -6% | -$47.5K | 0.5% | 55 |
|
|
2024
Q2 | $798K | Buy |
3,789
+1,038
| +38% | +$219K | 0.57% | 52 |
|
|
2024
Q1 | $472K | Sell |
2,751
-80
| -3% | -$13.7K | 0.35% | 63 |
|
|
2023
Q4 | $545K | Buy |
+2,831
| New | +$545K | 0.44% | 54 |
|