Cooksen Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Buy |
3,696
+28
| +0.8% | +$5.75K | 0.61% | 31 |
|
|
2025
Q1 | $629K | Hold |
3,668
| – | – | 0.64% | 33 |
|
|
2024
Q4 | $919K | Hold |
3,668
| – | – | 0.84% | 27 |
|
|
2024
Q3 | $855K | Hold |
3,668
| – | – | 0.8% | 27 |
|
|
2024
Q2 | $773K | Hold |
3,668
| – | – | 0.78% | 28 |
|
|
2024
Q1 | $629K | Hold |
3,668
| – | – | 0.65% | 33 |
|
|
2023
Q4 | $706K | Buy |
+3,668
| New | +$706K | 0.8% | 26 |
|