Dechtman Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.83M | Sell |
23,296
-71
| -0.3% | -$17.8K | 1.13% | 11 |
|
|
2024
Q3 | $5.44M | Buy |
23,367
+987
| +4% | +$230K | 1.11% | 13 |
|
|
2024
Q2 | $4.71M | Sell |
22,380
-8,383
| -27% | -$1.77M | 1.05% | 11 |
|
|
2024
Q1 | $5.28M | Sell |
30,763
-1,983
| -6% | -$340K | 1.23% | 12 |
|
|
2023
Q4 | $6.3M | Buy |
32,746
+307
| +0.9% | +$59.1K | 1.66% | 11 |
|
|
2023
Q3 | $5.55M | Buy |
32,439
+5,655
| +21% | +$968K | 1.64% | 10 |
|
|
2023
Q2 | $5.2M | Buy |
+26,784
| New | +$5.2M | 1.55% | 9 |
|