Capitol Family Office’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8M | Buy |
13,654
+1,500
| +12% | +$308K | 3.65% | 5 |
|
|
2025
Q1 | $2.7M | Sell |
12,154
-1,058
| -8% | -$235K | 3.82% | 4 |
|
|
2024
Q4 | $3.31M | Hold |
13,212
| – | – | 4.42% | 6 |
|
|
2024
Q3 | $3.08M | Sell |
13,212
-21
| -0.2% | -$4.89K | 3.81% | 8 |
|
|
2024
Q2 | $2.79M | Sell |
13,233
-564
| -4% | -$119K | 3.73% | 9 |
|
|
2024
Q1 | $2.37M | Sell |
13,797
-466
| -3% | -$79.9K | 3.06% | 9 |
|
|
2023
Q4 | $2.75M | Buy |
14,263
+511
| +4% | +$98.4K | 4.62% | 8 |
|
|
2023
Q3 | $2.35M | Buy |
13,752
+1,513
| +12% | +$259K | 4.43% | 9 |
|
|
2023
Q2 | $2.37M | Hold |
12,239
| – | – | 5.42% | 6 |
|
|
2023
Q1 | $2.02M | Hold |
12,239
| – | – | 3.98% | 11 |
|
|
2022
Q4 | $1.59M | Sell |
12,239
-17,910
| -59% | -$2.33M | 3.22% | 11 |
|
|
2022
Q3 | $4.17M | Sell |
30,149
-170
| -0.6% | -$23.5K | 6.25% | 4 |
|
|
2022
Q2 | $4.15M | Buy |
30,319
+652
| +2% | +$89.1K | 4.27% | 6 |
|
|
2022
Q1 | $5.18M | Buy |
29,667
+4,318
| +17% | +$754K | 4.17% | 8 |
|
|
2021
Q4 | $4.5M | Buy |
+25,349
| New | +$4.5M | 3.09% | 10 |
|