Carmel Capital Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
11,864
+1,070
| +10% | +$220K | 0.85% | 28 |
|
|
2025
Q1 | $2.4M | Sell |
10,794
-25
| -0.2% | -$5.55K | 0.94% | 18 |
|
|
2024
Q4 | $2.71M | Buy |
10,819
+103
| +1% | +$25.8K | 1.09% | 14 |
|
|
2024
Q3 | $2.5M | Hold |
10,716
| – | – | 0.96% | 18 |
|
|
2024
Q2 | $2.26M | Sell |
10,716
-308
| -3% | -$64.9K | 0.95% | 17 |
|
|
2024
Q1 | $1.89M | Buy |
11,024
+1,945
| +21% | +$334K | 0.78% | 22 |
|
|
2023
Q4 | $1.75M | Sell |
9,079
-1,739
| -16% | -$335K | 0.89% | 19 |
|
|
2023
Q3 | $1.85M | Buy |
10,818
+1,935
| +22% | +$331K | 0.83% | 19 |
|
|
2023
Q2 | $1.72M | Sell |
8,883
-917
| -9% | -$178K | 0.89% | 17 |
|
|
2023
Q1 | $1.62M | Sell |
9,800
-639
| -6% | -$105K | 0.96% | 11 |
|
|
2022
Q4 | $1.36M | Sell |
10,439
-92
| -0.9% | -$12K | 0.94% | 15 |
|
|
2022
Q3 | $1.46M | Buy |
10,531
+1
| +0% | +$138 | 1.41% | 8 |
|
|
2022
Q2 | $1.44M | Buy |
10,530
+1,326
| +14% | +$181K | 1.35% | 8 |
|
|
2022
Q1 | $1.61M | Sell |
9,204
-12
| -0.1% | -$2.1K | 1.34% | 9 |
|
|
2021
Q4 | $1.64M | Buy |
+9,216
| New | +$1.64M | 1.22% | 12 |
|