Consilium Wealth Advisory’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Sell |
70,813
-508
| -0.7% | -$104K | 6.13% | 4 |
|
|
2025
Q1 | $15.8M | Sell |
71,321
-1,276
| -2% | -$283K | 7.94% | 3 |
|
|
2024
Q4 | $18.2M | Sell |
72,597
-108
| -0.1% | -$27K | 8.67% | 1 |
|
|
2024
Q3 | $16.9M | Buy |
72,705
+735
| +1% | +$171K | 9.25% | 2 |
|
|
2024
Q2 | $15.2M | Buy |
71,970
+4,009
| +6% | +$844K | 8.28% | 3 |
|
|
2024
Q1 | $11.7M | Buy |
67,961
+863
| +1% | +$148K | 6.56% | 3 |
|
|
2023
Q4 | $12.9M | Sell |
67,098
-659
| -1% | -$127K | 7.77% | 3 |
|
|
2023
Q3 | $11.6M | Buy |
67,757
+799
| +1% | +$137K | 8.12% | 3 |
|
|
2023
Q2 | $13M | Buy |
66,958
+2,067
| +3% | +$401K | 9% | 2 |
|
|
2023
Q1 | $10.7M | Sell |
64,891
-1,709
| -3% | -$282K | 9.13% | 2 |
|
|
2022
Q4 | $8.65M | Sell |
66,600
-2,376
| -3% | -$309K | 7.38% | 3 |
|
|
2022
Q3 | $9.53M | Buy |
68,976
+1,600
| +2% | +$221K | 10.63% | 1 |
|
|
2022
Q2 | $9.21M | Buy |
67,376
+656
| +1% | +$89.7K | 9.92% | 1 |
|
|
2022
Q1 | $11.7M | Sell |
66,720
-2,382
| -3% | -$416K | 8.35% | 2 |
|
|
2021
Q4 | $12.3M | Buy |
+69,102
| New | +$12.3M | 7.95% | 3 |
|