Consilium Wealth Advisory’s APA Corp APA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$204K Sell
11,165
-324
-3% -$5.93K 0.09% 92
2025
Q1
$241K Hold
11,489
0.12% 82
2024
Q4
$265K Sell
11,489
-891
-7% -$20.6K 0.13% 81
2024
Q3
$303K Sell
12,380
-436
-3% -$10.7K 0.17% 71
2024
Q2
$377K Sell
12,816
-1,081
-8% -$31.8K 0.21% 62
2024
Q1
$478K Sell
13,897
-1,949
-12% -$67K 0.27% 59
2023
Q4
$569K Sell
15,846
-5,136
-24% -$184K 0.34% 55
2023
Q3
$862K Sell
20,982
-725
-3% -$29.8K 0.6% 31
2023
Q2
$742K Sell
21,707
-3,276
-13% -$112K 0.51% 36
2023
Q1
$901K Sell
24,983
-433
-2% -$15.6K 0.77% 27
2022
Q4
$1.19M Sell
25,416
-1,624
-6% -$75.8K 1.01% 23
2022
Q3
$924K Sell
27,040
-9,504
-26% -$325K 1.03% 23
2022
Q2
$1.28M Buy
36,544
+3
+0% +$105 1.37% 18
2022
Q1
$1.51M Sell
36,541
-16,832
-32% -$696K 1.08% 21
2021
Q4
$1.44M Buy
+53,373
New +$1.44M 0.93% 22