Capital Wealth Planning’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521M | Buy |
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|
2025
Q1 | $361M | Buy |
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|
2024
Q4 | $14.9M | Sell |
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|
2024
Q3 | $585M | Buy |
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|
2024
Q2 | $462M | Buy |
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|
2024
Q1 | $286M | Buy |
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|
2023
Q4 | $9.72M | Sell |
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|
2023
Q3 | $431M | Buy |
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|
2023
Q2 | $396M | Buy |
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|
2023
Q1 | $261M | Buy |
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|
2022
Q4 | $123M | Buy |
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|
2022
Q3 | $116M | Sell |
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|
2022
Q2 | $259M | Buy |
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|
2022
Q1 | $288M | Buy |
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|
2021
Q4 | $288M | Buy |
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|
2021
Q3 | $216M | Buy |
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|
2021
Q2 | $203M | Buy |
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|
2021
Q1 | $141M | Buy |
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|
2020
Q4 | $141M | Buy |
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|
2020
Q3 | $96.4M | Sell |
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|
2020
Q2 | $95.6M | Sell |
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|
2020
Q1 | $78.5M | Buy |
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|
2019
Q4 | $9.91M | Sell |
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|
2019
Q3 | $81.2M | Buy |
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|
2019
Q2 | $44.6M | Buy |
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|
2019
Q1 | $4.46M | Sell |
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|
2018
Q4 | $3.8M | Buy |
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|
2018
Q3 | $1.73M | Sell |
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|
2018
Q2 | $2.31M | Sell |
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|
2018
Q1 | $3.34M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $2.28M | Sell |
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|
2017
Q2 | $27.1M | Buy |
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|
2017
Q1 | $427K | Hold |
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|
2016
Q4 | $345K | Hold |
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|
2016
Q3 | $336K | Hold |
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|
2016
Q2 | $285K | Sell |
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|
2016
Q1 | $668K | Buy |
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|
2015
Q4 | $474K | Sell |
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|
2015
Q3 | $1.51M | Sell |
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|
2015
Q2 | $4.81M | Sell |
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|
2015
Q1 | $7.43M | Buy |
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|
2014
Q4 | $5.67M | Sell |
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|
2014
Q3 | $6.74M | Buy |
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|
2014
Q2 | $5.94M | Sell |
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|
2014
Q1 | $5.89M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $7.68M | Buy |
|