Capstone Wealth Management Group (Pennsylvania)’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Sell |
13,561
-1,248
| -8% | -$256K | 2.67% | 8 |
|
|
2025
Q1 | $3.29M | Buy |
14,809
+74
| +0.5% | +$16.4K | 1.88% | 15 |
|
|
2024
Q4 | $3.69M | Buy |
14,735
+4,270
| +41% | +$1.07M | 1.98% | 17 |
|
|
2024
Q3 | $2.44M | Sell |
10,465
-374
| -3% | -$87.1K | 1.44% | 20 |
|
|
2024
Q2 | $2.28M | Sell |
10,839
-105
| -1% | -$22.1K | 1.49% | 20 |
|
|
2024
Q1 | $1.88M | Sell |
10,944
-4,571
| -29% | -$784K | 1.35% | 18 |
|
|
2023
Q4 | $2.99M | Sell |
15,515
-537
| -3% | -$103K | 2.83% | 9 |
|
|
2023
Q3 | $2.75M | Buy |
16,052
+91
| +0.6% | +$15.6K | 2.85% | 9 |
|
|
2023
Q2 | $3.1M | Sell |
15,961
-3,610
| -18% | -$700K | 3.19% | 7 |
|
|
2023
Q1 | $3.23M | Sell |
19,571
-1,201
| -6% | -$198K | 3.58% | 8 |
|
|
2022
Q4 | $2.7M | Sell |
20,772
-812
| -4% | -$106K | 2.9% | 8 |
|
|
2022
Q3 | $2.98M | Buy |
21,584
+672
| +3% | +$92.9K | 3.82% | 7 |
|
|
2022
Q2 | $2.86M | Sell |
20,912
-2,332
| -10% | -$319K | 3.45% | 6 |
|
|
2022
Q1 | $4.06M | Sell |
23,244
-3,406
| -13% | -$595K | 4.06% | 6 |
|
|
2021
Q4 | $4.73M | Buy |
+26,650
| New | +$4.73M | 3.85% | 6 |
|