Capital Wealth Alliance’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,457
| Closed | -$365K | – | 73 |
|
2024
Q4 | $365K | Buy |
1,457
+53
| +4% | +$13.3K | 0.21% | 62 |
|
2024
Q3 | $327K | Sell |
1,404
-12,064
| -90% | -$2.81M | 0.19% | 63 |
|
2024
Q2 | $2.84M | Buy |
13,468
+105
| +0.8% | +$22.1K | 1.62% | 16 |
|
2024
Q1 | $2.29M | Sell |
13,363
-660
| -5% | -$113K | 1.35% | 19 |
|
2023
Q4 | $2.7M | Sell |
14,023
-79
| -0.6% | -$15.2K | 1.85% | 15 |
|
2023
Q3 | $2.41M | Sell |
14,102
-274
| -2% | -$46.9K | 1.82% | 15 |
|
2023
Q2 | $2.79M | Sell |
14,376
-527
| -4% | -$102K | 2.1% | 11 |
|
2023
Q1 | $2.46M | Sell |
14,903
-15
| -0.1% | -$2.47K | 1.98% | 11 |
|
2022
Q4 | $1.94M | Sell |
14,918
-8,895
| -37% | -$1.16M | 1.62% | 13 |
|
2022
Q3 | $3.3M | Sell |
23,813
-851
| -3% | -$118K | 2.73% | 6 |
|
2022
Q2 | $3.39M | Buy |
24,664
+461
| +2% | +$63.3K | 2.37% | 8 |
|
2022
Q1 | $4.23M | Sell |
24,203
-553
| -2% | -$96.6K | 2.51% | 7 |
|
2021
Q4 | $4.4M | Sell |
24,756
-809
| -3% | -$144K | 2.56% | 7 |
|
2021
Q3 | $3.7M | Buy |
25,565
+428
| +2% | +$62K | 2.25% | 8 |
|
2021
Q2 | $3.58M | Buy |
25,137
+1,001
| +4% | +$143K | 2.29% | 8 |
|
2021
Q1 | $2.95M | Buy |
24,136
+743
| +3% | +$90.8K | 1.97% | 8 |
|
2020
Q4 | $3.16M | Sell |
23,393
-168
| -0.7% | -$22.7K | 2.31% | 10 |
|
2020
Q3 | $2.73M | Buy |
23,561
+14,149
| +150% | +$1.64M | 2.45% | 9 |
|
2020
Q2 | $858K | Sell |
9,412
-1,100
| -10% | -$100K | 0.89% | 33 |
|
2020
Q1 | $668K | Buy |
10,512
+8,128
| +341% | +$517K | 0.7% | 48 |
|
2019
Q4 | $184K | Buy |
+2,384
| New | +$184K | 0.15% | 82 |
|