Capstone Capital’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671K | Sell |
3,270
-217
| -6% | -$44.5K | 0.49% | 9 |
|
|
2025
Q1 | $775K | Buy |
3,487
+1
| +0% | +$222 | 0.62% | 7 |
|
|
2024
Q4 | $873K | Hold |
3,486
| – | – | 0.71% | 6 |
|
|
2024
Q3 | $812K | Buy |
3,486
+161
| +5% | +$37.5K | 0.67% | 7 |
|
|
2024
Q2 | $700K | Buy |
3,325
+300
| +10% | +$63.2K | 0.63% | 10 |
|
|
2024
Q1 | $519K | Hold |
3,025
| – | – | 0.45% | 12 |
|
|
2023
Q4 | $582K | Buy |
+3,025
| New | +$582K | 0.57% | 12 |
|