Chico Wealth RIA’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
5,393
-217
| -4% | -$44.5K | 0.88% | 8 |
|
|
2025
Q1 | $1.25M | Sell |
5,610
-1
| -0% | -$222 | 1.08% | 8 |
|
|
2024
Q4 | $1.4M | Sell |
5,611
-210
| -4% | -$52.6K | 1.23% | 7 |
|
|
2024
Q3 | $1.36M | Sell |
5,821
-258
| -4% | -$60.1K | 1.16% | 8 |
|
|
2024
Q2 | $1.28M | Sell |
6,079
-82
| -1% | -$17.3K | 1.17% | 9 |
|
|
2024
Q1 | $1.06M | Buy |
6,161
+826
| +15% | +$142K | 1% | 10 |
|
|
2023
Q4 | $1.03M | Buy |
5,335
+1
| +0% | +$193 | 1.07% | 10 |
|
|
2023
Q3 | $913K | Buy |
5,334
+695
| +15% | +$119K | 1.09% | 11 |
|
|
2023
Q2 | $900K | Buy |
4,639
+20
| +0.4% | +$3.88K | 1.07% | 11 |
|
|
2023
Q1 | $762K | Buy |
4,619
+3
| +0.1% | +$495 | 0.98% | 11 |
|
|
2022
Q4 | $600K | Sell |
4,616
-40,000
| -90% | -$5.2M | 0.67% | 12 |
|
|
2022
Q3 | $6.17M | Sell |
44,616
-162
| -0.4% | -$22.4K | 7.16% | 4 |
|
|
2022
Q2 | $6.12M | Buy |
44,778
+143
| +0.3% | +$19.6K | 4.98% | 6 |
|
|
2022
Q1 | $7.79M | Buy |
+44,635
| New | +$7.79M | 6.25% | 5 |
|