Capital 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 | $521K | Sell |
2,542
-10
| -0.4% | -$2.05K | 0.19% | 33 |
|
|
2025
Q1 | $567K | Sell |
2,552
-225
| -8% | -$50K | 0.24% | 29 |
|
|
2024
Q4 | $695K | Buy |
2,777
+2
| +0.1% | +$501 | 0.3% | 30 |
|
|
2024
Q3 | $647K | Sell |
2,775
-119
| -4% | -$27.7K | 0.28% | 30 |
|
|
2024
Q2 | $610K | Buy |
2,894
+1,424
| +97% | +$300K | 0.28% | 31 |
|
|
2024
Q1 | $252K | Sell |
1,470
-3,797
| -72% | -$651K | 0.12% | 41 |
|
|
2023
Q4 | $1.01M | Buy |
5,267
+17
| +0.3% | +$3.27K | 0.52% | 25 |
|
|
2023
Q3 | $899K | Hold |
5,250
| – | – | 0.49% | 27 |
|
|
2023
Q2 | $1.02M | Hold |
5,250
| – | – | 0.55% | 26 |
|
|
2023
Q1 | $866K | Buy |
+5,250
| New | +$866K | 0.5% | 26 |
|
|
2019
Q4 | – | Sell |
-6,284
| Closed | -$351K | – | 28 |
|
|
2019
Q3 | $351K | Sell |
6,284
-1,268
| -17% | -$70.8K | 0.38% | 22 |
|
|
2019
Q2 | $373K | Hold |
7,552
| – | – | 0.37% | 24 |
|
|
2019
Q1 | $359K | Hold |
7,552
| – | – | 0.36% | 25 |
|
|
2018
Q4 | $298K | Hold |
7,552
| – | – | 0.33% | 27 |
|
|
2018
Q3 | $426K | Buy |
7,552
+1,020
| +16% | +$57.5K | 0.37% | 29 |
|
|
2018
Q2 | $302K | Buy |
6,532
+1,268
| +24% | +$58.6K | 0.28% | 34 |
|
|
2018
Q1 | $221K | Hold |
5,264
| – | – | 0.21% | 35 |
|
|
2017
Q4 | $223K | Buy |
+5,264
| New | +$223K | 0.19% | 38 |
|