Clarity Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.1M | Buy |
136,741
+431
| +0.3% | +$88.4K | 6.92% | 4 |
|
|
2025
Q1 | $30.3M | Buy |
136,310
+2,720
| +2% | +$604K | 8.4% | 1 |
|
|
2024
Q4 | $33.5M | Buy |
133,590
+1,797
| +1% | +$450K | 9.12% | 1 |
|
|
2024
Q3 | $30.7M | Buy |
131,793
+485
| +0.4% | +$113K | 8.93% | 1 |
|
|
2024
Q2 | $27.7M | Buy |
131,308
+5,014
| +4% | +$1.06M | 8.94% | 1 |
|
|
2024
Q1 | $21.7M | Buy |
126,294
+616
| +0.5% | +$106K | 7.32% | 4 |
|
|
2023
Q4 | $24.2M | Sell |
125,678
-286
| -0.2% | -$55.1K | 9.15% | 1 |
|
|
2023
Q3 | $21.6M | Buy |
125,964
+84
| +0.1% | +$14.4K | 9.78% | 1 |
|
|
2023
Q2 | $24.4M | Buy |
125,880
+2,316
| +2% | +$449K | 10.96% | 1 |
|
|
2023
Q1 | $20.4M | Sell |
123,564
-3,134
| -2% | -$517K | 10.39% | 1 |
|
|
2022
Q4 | $16.5M | Sell |
126,698
-786
| -0.6% | -$102K | 9.48% | 1 |
|
|
2022
Q3 | $17.6M | Sell |
127,484
-929
| -0.7% | -$128K | 10.61% | 1 |
|
|
2022
Q2 | $17.6M | Buy |
128,413
+1,356
| +1% | +$185K | 10.04% | 1 |
|
|
2022
Q1 | $22.2M | Buy |
127,057
+12,801
| +11% | +$2.24M | 10.54% | 1 |
|
|
2021
Q4 | $20.3M | Sell |
114,256
-1,094
| -0.9% | -$194K | 9.43% | 1 |
|
|
2021
Q3 | $16.3M | Sell |
115,350
-2,039
| -2% | -$289K | 8.04% | 2 |
|
|
2021
Q2 | $16.1M | Sell |
117,389
-527
| -0.4% | -$72.2K | 8.35% | 2 |
|
|
2021
Q1 | $14.4M | Buy |
117,916
+731
| +0.6% | +$89.3K | 8.21% | 2 |
|
|
2020
Q4 | $15.5M | Sell |
117,185
-664
| -0.6% | -$88.1K | 9.43% | 1 |
|
|
2020
Q3 | $13.6M | Sell |
117,849
-1,035
| -0.9% | -$120K | 9.79% | 1 |
|
|
2020
Q2 | $10.8M | Sell |
118,884
-3,968
| -3% | -$362K | 8.55% | 2 |
|
|
2020
Q1 | $7.81M | Buy |
122,852
+2,676
| +2% | +$170K | 8.13% | 3 |
|
|
2019
Q4 | $8.82M | Buy |
+120,176
| New | +$8.82M | 7.42% | 2 |
|