Copperwynd Financial’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Buy |
61,907
+10,955
| +22% | +$2.25M | 3.17% | 7 |
|
|
2025
Q1 | $11.3M | Buy |
50,952
+924
| +2% | +$205K | 3.12% | 8 |
|
|
2024
Q4 | $12.5M | Buy |
50,028
+5,723
| +13% | +$1.43M | 3.46% | 7 |
|
|
2024
Q3 | $10.3M | Buy |
44,305
+2,768
| +7% | +$645K | 3.11% | 10 |
|
|
2024
Q2 | $9.22M | Buy |
41,537
+9,572
| +30% | +$2.13M | 3.01% | 11 |
|
|
2024
Q1 | $5.48M | Buy |
31,965
+1,027
| +3% | +$176K | 1.97% | 11 |
|
|
2023
Q4 | $5.96M | Buy |
30,938
+2,755
| +10% | +$530K | 2.37% | 11 |
|
|
2023
Q3 | $4.83M | Buy |
28,183
+6,763
| +32% | +$1.16M | 2.27% | 11 |
|
|
2023
Q2 | $4.15M | Sell |
21,420
-466
| -2% | -$90.4K | 1.93% | 10 |
|
|
2023
Q1 | $3.61M | Buy |
21,886
+6,157
| +39% | +$1.02M | 1.84% | 10 |
|
|
2022
Q4 | $2.04M | Sell |
15,729
-242
| -2% | -$31.4K | 1.15% | 17 |
|
|
2022
Q3 | $2.21M | Sell |
15,971
-360
| -2% | -$49.7K | 1.27% | 16 |
|
|
2022
Q2 | $2.23M | Sell |
16,331
-11,942
| -42% | -$1.63M | 1.31% | 17 |
|
|
2022
Q1 | $4.94M | Buy |
28,273
+13,447
| +91% | +$2.35M | 2.05% | 8 |
|
|
2021
Q4 | $2.63M | Sell |
14,826
-755
| -5% | -$134K | 1% | 14 |
|
|
2021
Q3 | $2.21M | Buy |
15,581
+79
| +0.5% | +$11.2K | 0.91% | 15 |
|
|
2021
Q2 | $2.12M | Sell |
15,502
-49,374
| -76% | -$6.76M | 0.9% | 19 |
|
|
2021
Q1 | $7.93M | Sell |
64,876
-8,211
| -11% | -$1M | 3.56% | 8 |
|
|
2020
Q4 | $9.7M | Sell |
73,087
-2,153
| -3% | -$286K | 4.68% | 7 |
|
|
2020
Q3 | $8.71M | Sell |
75,240
-13,060
| -15% | -$1.51M | 4.64% | 8 |
|
|
2020
Q2 | $8.05M | Sell |
88,300
-2,228
| -2% | -$203K | 4.61% | 7 |
|
|
2020
Q1 | $5.76M | Sell |
90,528
-45,532
| -33% | -$2.89M | 2.72% | 6 |
|
|
2019
Q4 | $9.99M | Buy |
136,060
+116,420
| +593% | +$8.55M | 5.29% | 3 |
|
|
2019
Q3 | $1.27M | Buy |
19,640
+5,096
| +35% | +$331K | 0.72% | 29 |
|
|
2019
Q2 | $720K | Sell |
14,544
-124
| -0.8% | -$6.14K | 0.41% | 33 |
|
|
2019
Q1 | $696K | Sell |
14,668
-612
| -4% | -$29K | 0.42% | 33 |
|
|
2018
Q4 | $603K | Buy |
15,280
+608
| +4% | +$24K | 0.37% | 24 |
|
|
2018
Q3 | $828K | Sell |
14,672
-200
| -1% | -$11.3K | 0.5% | 28 |
|
|
2018
Q2 | $688K | Buy |
14,872
+48
| +0.3% | +$2.22K | 0.48% | 22 |
|
|
2018
Q1 | $622K | Buy |
14,824
+1,412
| +11% | +$59.2K | 0.43% | 27 |
|
|
2017
Q4 | $567K | Buy |
+13,412
| New | +$567K | 0.41% | 27 |
|