Copperleaf Capital’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
8,562
+100
| +1% | +$20.5K | 0.89% | 28 |
|
|
2025
Q1 | $1.88M | Sell |
8,462
-47
| -0.6% | -$10.4K | 1.12% | 26 |
|
|
2024
Q4 | $2.13M | Buy |
8,509
+573
| +7% | +$143K | 1.35% | 21 |
|
|
2024
Q3 | $1.85M | Sell |
7,936
-895
| -10% | -$209K | 1.42% | 23 |
|
|
2024
Q2 | $1.86M | Buy |
8,831
+641
| +8% | +$135K | 1.49% | 22 |
|
|
2024
Q1 | $1.4M | Buy |
8,190
+608
| +8% | +$104K | 1.22% | 26 |
|
|
2023
Q4 | $1.46M | Sell |
7,582
-27
| -0.4% | -$5.2K | 1.49% | 22 |
|
|
2023
Q3 | $1.3M | Sell |
7,609
-25
| -0.3% | -$4.28K | 1.41% | 22 |
|
|
2023
Q2 | $1.48M | Sell |
7,634
-92
| -1% | -$17.8K | 1.39% | 25 |
|
|
2023
Q1 | $1.27M | Buy |
7,726
+4,189
| +118% | +$691K | 1.27% | 26 |
|
|
2022
Q4 | $460K | Buy |
3,537
+530
| +18% | +$68.9K | 0.53% | 46 |
|
|
2022
Q3 | $416K | Sell |
3,007
-523
| -15% | -$72.4K | 0.45% | 52 |
|
|
2022
Q2 | $483K | Buy |
3,530
+93
| +3% | +$12.7K | 0.49% | 49 |
|
|
2022
Q1 | $600K | Sell |
3,437
-15
| -0.4% | -$2.62K | 0.53% | 47 |
|
|
2021
Q4 | $613K | Buy |
3,452
+1,449
| +72% | +$257K | 0.53% | 47 |
|
|
2021
Q3 | $283K | Buy |
+2,003
| New | +$283K | 0.27% | 52 |
|