Consultiva Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Hold |
4,952
| – | – | 3.13% | 8 |
|
|
2025
Q1 | $1.1M | Buy |
4,952
+2,327
| +89% | +$517K | 3.78% | 6 |
|
|
2024
Q4 | $657K | Buy |
2,625
+2,555
| +3,650% | +$640K | 3.3% | 8 |
|
|
2024
Q3 | $16.3K | Buy |
70
+17
| +32% | +$3.96K | 0.13% | 22 |
|
|
2024
Q2 | $11.2K | Hold |
53
| – | – | 0.1% | 20 |
|
|
2024
Q1 | $9.09K | Buy |
+53
| New | +$9.09K | 0.09% | 18 |
|
|
2023
Q3 | $9.07K | Sell |
53
-40
| -43% | -$6.85K | 0.23% | 24 |
|
|
2023
Q2 | $18.2K | Hold |
93
| – | – | 0.46% | 23 |
|
|
2023
Q1 | $15.4K | Hold |
93
| – | – | 0.4% | 24 |
|
|
2022
Q4 | $12.2K | Hold |
93
| – | – | 0.32% | 25 |
|
|
2022
Q3 | $13K | Hold |
93
| – | – | 0.36% | 25 |
|
|
2022
Q2 | $12K | Hold |
93
| – | – | 0.34% | 25 |
|
|
2022
Q1 | $16K | Hold |
93
| – | – | 0.38% | 25 |
|
|
2021
Q4 | $17K | Hold |
93
| – | – | 0.39% | 26 |
|
|
2021
Q3 | $13K | Buy |
+93
| New | +$13K | 0.3% | 26 |
|
|
2021
Q1 | – | Sell |
-73
| Closed | -$10K | – | 28 |
|
|
2020
Q4 | $10K | Buy |
+73
| New | +$10K | 0.23% | 29 |
|
|
2019
Q2 | $13K | Buy |
+372
| New | +$13K | 0.26% | 29 |
|