Cherrydale 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 | $3.01M | Sell |
14,663
-884
| -6% | -$181K | 1.05% | 15 |
|
|
2025
Q1 | $3.45M | Buy |
15,547
+2,378
| +18% | +$528K | 1.37% | 12 |
|
|
2024
Q4 | $3.3M | Buy |
13,169
+745
| +6% | +$187K | 1.28% | 12 |
|
|
2024
Q3 | $2.89M | Buy |
12,424
+81
| +0.7% | +$18.9K | 1.18% | 11 |
|
|
2024
Q2 | $2.6M | Buy |
12,343
+2,658
| +27% | +$560K | 1.14% | 14 |
|
|
2024
Q1 | $1.66M | Buy |
9,685
+675
| +7% | +$116K | 0.78% | 16 |
|
|
2023
Q4 | $1.73M | Sell |
9,010
-12,584
| -58% | -$2.42M | 0.91% | 16 |
|
|
2023
Q3 | $3.7M | Buy |
21,594
+293
| +1% | +$50.2K | 2.2% | 8 |
|
|
2023
Q2 | $4.13M | Buy |
21,301
+433
| +2% | +$84K | 2.89% | 8 |
|
|
2023
Q1 | $3.44M | Sell |
20,868
-13,132
| -39% | -$2.17M | 2.61% | 8 |
|
|
2022
Q4 | $4.42M | Buy |
34,000
+427
| +1% | +$55.5K | 3.66% | 8 |
|
|
2022
Q3 | $4.64M | Buy |
33,573
+630
| +2% | +$87.1K | 4.28% | 8 |
|
|
2022
Q2 | $4.5M | Sell |
32,943
-252
| -0.8% | -$34.5K | 4.13% | 8 |
|
|
2022
Q1 | $5.8M | Buy |
33,195
+530
| +2% | +$92.5K | 4.25% | 6 |
|
|
2021
Q4 | $5.8M | Buy |
+32,665
| New | +$5.8M | 4.35% | 6 |
|