Chemistry 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 | $20.9M | Sell |
101,779
-1,406
| -1% | -$288K | 4.48% | 4 |
|
|
2025
Q1 | $22.9M | Sell |
103,185
-27,422
| -21% | -$6.09M | 5.33% | 3 |
|
|
2024
Q4 | $32.7M | Sell |
130,607
-9,661
| -7% | -$2.42M | 7.67% | 3 |
|
|
2024
Q3 | $32.7M | Sell |
140,268
-9,171
| -6% | -$2.14M | 7.74% | 3 |
|
|
2024
Q2 | $31.5M | Sell |
149,439
-1,744
| -1% | -$367K | 8.13% | 3 |
|
|
2024
Q1 | $25.9M | Sell |
151,183
-1,801
| -1% | -$309K | 6.99% | 3 |
|
|
2023
Q4 | $29.5M | Sell |
152,984
-2,165
| -1% | -$417K | 8.89% | 3 |
|
|
2023
Q3 | $26.6M | Buy |
155,149
+5,155
| +3% | +$883K | 8.77% | 3 |
|
|
2023
Q2 | $29.1M | Buy |
149,994
+4,485
| +3% | +$870K | 9.46% | 3 |
|
|
2023
Q1 | $24M | Sell |
145,509
-1,475
| -1% | -$243K | 8.35% | 3 |
|
|
2022
Q4 | $19.1M | Sell |
146,984
-2,988
| -2% | -$388K | 7.44% | 3 |
|
|
2022
Q3 | $20.7M | Sell |
149,972
-2,087
| -1% | -$288K | 8.19% | 3 |
|
|
2022
Q2 | $20.8M | Buy |
152,059
+710
| +0.5% | +$97.1K | 7.95% | 3 |
|
|
2022
Q1 | $26.4M | Buy |
151,349
+120,750
| +395% | +$21.1M | 9.07% | 3 |
|
|
2021
Q4 | $5.43M | Buy |
+30,599
| New | +$5.43M | 4.56% | 6 |
|