Cove Private 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 | $22.8M | Buy |
110,917
+36,631
| +49% | +$7.52M | 8.02% | 3 |
|
|
2025
Q1 | $16.5M | Buy |
74,286
+12,277
| +20% | +$2.73M | 8.68% | 1 |
|
|
2024
Q4 | $15.5M | Buy |
62,009
+10,085
| +19% | +$2.53M | 9.33% | 2 |
|
|
2024
Q3 | $12.1M | Sell |
51,924
-117
| -0.2% | -$27.3K | 9.39% | 2 |
|
|
2024
Q2 | $11M | Hold |
52,041
| – | – | 8.76% | 3 |
|
|
2024
Q1 | $8.92M | Buy |
52,041
+10
| +0% | +$1.72K | 7.62% | 3 |
|
|
2023
Q4 | $10M | Buy |
+52,031
| New | +$10M | 9.5% | 1 |
|