Coastwise Capital Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.64M | Buy |
32,382
+93
| +0.3% | +$19.1K | 5.29% | 2 |
|
|
2025
Q1 | $7.17M | Sell |
32,289
-1,356
| -4% | -$301K | 6.04% | 2 |
|
|
2024
Q4 | $8.43M | Sell |
33,645
-408
| -1% | -$102K | 6.73% | 2 |
|
|
2024
Q3 | $7.93M | Buy |
34,053
+2,010
| +6% | +$468K | 6.53% | 2 |
|
|
2024
Q2 | $6.75M | Sell |
32,043
-250
| -0.8% | -$52.7K | 6.43% | 2 |
|
|
2024
Q1 | $5.54M | Buy |
32,293
+6,700
| +26% | +$1.15M | 5.13% | 2 |
|
|
2023
Q4 | $4.93M | Sell |
25,593
-293
| -1% | -$56.4K | 5.03% | 3 |
|
|
2023
Q3 | $4.43M | Sell |
25,886
-3,843
| -13% | -$658K | 5.08% | 2 |
|
|
2023
Q2 | $5.77M | Sell |
29,729
-5,774
| -16% | -$1.12M | 6.53% | 2 |
|
|
2023
Q1 | $5.85M | Buy |
35,503
+599
| +2% | +$98.8K | 6.69% | 1 |
|
|
2022
Q4 | $4.54M | Buy |
34,904
+1,835
| +6% | +$238K | 5.38% | 4 |
|
|
2022
Q3 | $4.57M | Sell |
33,069
-389
| -1% | -$53.8K | 7.22% | 1 |
|
|
2022
Q2 | $4.57M | Buy |
33,458
+8,058
| +32% | +$1.1M | 5.57% | 2 |
|
|
2022
Q1 | $4.44M | Buy |
+25,400
| New | +$4.44M | 5.51% | 2 |
|