Castle Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84M | Sell |
23,580
-1,496
| -6% | -$307K | 1.76% | 18 |
|
|
2025
Q1 | $5.57M | Buy |
25,076
+581
| +2% | +$129K | 2.18% | 9 |
|
|
2024
Q4 | $6.13M | Sell |
24,495
-933
| -4% | -$234K | 2.41% | 8 |
|
|
2024
Q3 | $5.92M | Buy |
25,428
+1,532
| +6% | +$357K | 2.37% | 9 |
|
|
2024
Q2 | $5.03M | Sell |
23,896
-102
| -0.4% | -$21.5K | 2.41% | 9 |
|
|
2024
Q1 | $4.12M | Buy |
23,998
+191
| +0.8% | +$32.8K | 2.15% | 12 |
|
|
2023
Q4 | $4.58M | Sell |
23,807
-78
| -0.3% | -$15K | 2.75% | 9 |
|
|
2023
Q3 | $4.09M | Sell |
23,885
-1,188
| -5% | -$203K | 2.91% | 9 |
|
|
2023
Q2 | $4.86M | Sell |
25,073
-724
| -3% | -$140K | 3.39% | 5 |
|
|
2023
Q1 | $4.25M | Sell |
25,797
-52
| -0.2% | -$8.58K | 3.29% | 7 |
|
|
2022
Q4 | $3.36M | Sell |
25,849
-3,380
| -12% | -$439K | 2.11% | 13 |
|
|
2022
Q3 | $4.04M | Sell |
29,229
-655
| -2% | -$90.5K | 2.45% | 9 |
|
|
2022
Q2 | $4.09M | Buy |
+29,884
| New | +$4.09M | 2.38% | 10 |
|