Channel Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.7M | Buy |
57,175
+823
| +1% | +$169K | 3.32% | 4 |
|
2025
Q1 | $12.5M | Sell |
56,352
-2,464
| -4% | -$547K | 3.89% | 2 |
|
2024
Q4 | $14.7M | Buy |
58,816
+493
| +0.8% | +$123K | 4.8% | 2 |
|
2024
Q3 | $13.6M | Sell |
58,323
-7,213
| -11% | -$1.68M | 4.48% | 2 |
|
2024
Q2 | $13.8M | Buy |
65,536
+6,593
| +11% | +$1.39M | 5% | 2 |
|
2024
Q1 | $10.1M | Buy |
58,943
+1,187
| +2% | +$204K | 4.06% | 2 |
|
2023
Q4 | $11.1M | Sell |
57,756
-373
| -0.6% | -$71.8K | 5.25% | 1 |
|
2023
Q3 | $9.95M | Buy |
58,129
+3,546
| +6% | +$607K | 5.57% | 1 |
|
2023
Q2 | $10.6M | Buy |
54,583
+111
| +0.2% | +$21.5K | 6.09% | 1 |
|
2023
Q1 | $8.98M | Buy |
+54,472
| New | +$8.98M | 5.78% | 1 |
|