Capital Advisors 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 | $12.5M | Buy |
60,739
+4,551
| +8% | +$934K | 1.96% | 12 |
|
|
2025
Q1 | $12.5M | Buy |
56,188
+3,244
| +6% | +$721K | 2.21% | 12 |
|
|
2024
Q4 | $13.3M | Buy |
52,944
+2,414
| +5% | +$605K | 2.36% | 14 |
|
|
2024
Q3 | $11.8M | Sell |
50,530
-1,083
| -2% | -$252K | 2.17% | 13 |
|
|
2024
Q2 | $10.9M | Buy |
51,613
+5,827
| +13% | +$1.23M | 2.15% | 13 |
|
|
2024
Q1 | $7.85M | Sell |
45,786
-1,928
| -4% | -$331K | 1.63% | 17 |
|
|
2023
Q4 | $9.19M | Buy |
47,714
+764
| +2% | +$147K | 2.09% | 14 |
|
|
2023
Q3 | $8.04M | Buy |
46,950
+1,018
| +2% | +$174K | 2.1% | 16 |
|
|
2023
Q2 | $8.91M | Buy |
45,932
+474
| +1% | +$91.9K | 2.28% | 11 |
|
|
2023
Q1 | $7.5M | Buy |
45,458
+822
| +2% | +$136K | 2.07% | 13 |
|
|
2022
Q4 | $5.8M | Sell |
44,636
-439
| -1% | -$57K | 1.76% | 20 |
|
|
2022
Q3 | $6.23M | Buy |
45,075
+91
| +0.2% | +$12.6K | 2.07% | 15 |
|
|
2022
Q2 | $6.15M | Buy |
44,984
+3,663
| +9% | +$501K | 2% | 15 |
|
|
2022
Q1 | $7.22M | Buy |
41,321
+436
| +1% | +$76.1K | 2.21% | 12 |
|
|
2021
Q4 | $7.26M | Buy |
40,885
+5,201
| +15% | +$924K | 2.21% | 16 |
|
|
2021
Q3 | $5.05M | Buy |
35,684
+758
| +2% | +$107K | 1.79% | 19 |
|
|
2021
Q2 | $4.78M | Buy |
34,926
+452
| +1% | +$61.9K | 1.77% | 18 |
|
|
2021
Q1 | $4.21M | Buy |
+34,474
| New | +$4.21M | 1.82% | 19 |
|