Delap Wealth Advisory’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Sell |
1,928
-15,721
| -89% | -$3.23M | 0.19% | 53 |
|
|
2025
Q1 | $3.92M | Sell |
17,649
-169
| -0.9% | -$37.5K | 2.19% | 10 |
|
|
2024
Q4 | $4.46M | Buy |
17,818
+394
| +2% | +$98.7K | 2.67% | 11 |
|
|
2024
Q3 | $4.06M | Sell |
17,424
-1,803
| -9% | -$420K | 2.57% | 12 |
|
|
2024
Q2 | $4.05M | Sell |
19,227
-26,442
| -58% | -$5.57M | 1.86% | 13 |
|
|
2024
Q1 | $7.83M | Buy |
45,669
+27,065
| +145% | +$4.64M | 3.17% | 6 |
|
|
2023
Q4 | $3.58M | Buy |
18,604
+219
| +1% | +$42.2K | 1.62% | 17 |
|
|
2023
Q3 | $3.15M | Buy |
18,385
+15,669
| +577% | +$2.68M | 3.04% | 10 |
|
|
2023
Q2 | $527K | Sell |
2,716
-16,416
| -86% | -$3.18M | 0.52% | 27 |
|
|
2023
Q1 | $3.15M | Buy |
19,132
+4,846
| +34% | +$799K | 3.23% | 10 |
|
|
2022
Q4 | $1.86M | Buy |
+14,286
| New | +$1.86M | 1.94% | 15 |
|