Darden Wealth Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.33M | Sell |
35,748
-3,958
| -10% | -$812K | 4.42% | 4 |
|
|
2025
Q1 | $8.82M | Sell |
39,706
-1,104
| -3% | -$245K | 6.84% | 2 |
|
|
2024
Q4 | $10.2M | Sell |
40,810
-896
| -2% | -$224K | 6.88% | 2 |
|
|
2024
Q3 | $9.72M | Buy |
41,706
+1,892
| +5% | +$441K | 6.97% | 2 |
|
|
2024
Q2 | $8.39M | Buy |
39,814
+2,753
| +7% | +$580K | 5.05% | 3 |
|
|
2024
Q1 | $6.36M | Sell |
37,061
-1,208
| -3% | -$207K | 4.98% | 3 |
|
|
2023
Q4 | $7.37M | Buy |
+38,269
| New | +$7.37M | 7.08% | 2 |
|