Delos Wealth Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27M | Sell |
25,686
-1,304
| -5% | -$268K | 4.1% | 6 |
|
|
2025
Q1 | $6M | Sell |
26,990
-62
| -0.2% | -$13.8K | 4.75% | 4 |
|
|
2024
Q4 | $6.77M | Buy |
27,052
+15,554
| +135% | +$3.89M | 5.4% | 2 |
|
|
2024
Q3 | $2.68M | Sell |
11,498
-326
| -3% | -$76K | 2.33% | 16 |
|
|
2024
Q2 | $2.49M | Buy |
11,824
+3,453
| +41% | +$727K | 2.41% | 16 |
|
|
2024
Q1 | $1.44M | Buy |
8,371
+1,664
| +25% | +$285K | 1.61% | 26 |
|
|
2023
Q4 | $1.29M | Buy |
6,707
+444
| +7% | +$85.5K | 1.87% | 22 |
|
|
2023
Q3 | $1.18M | Sell |
6,263
-93
| -1% | -$17.5K | 1.42% | 26 |
|
|
2023
Q2 | $1.23M | Sell |
6,356
-120
| -2% | -$23.3K | 1.57% | 25 |
|
|
2023
Q1 | $1.07M | Sell |
6,476
-2,694
| -29% | -$444K | 1.35% | 27 |
|
|
2022
Q4 | $1.19M | Sell |
9,170
-2,755
| -23% | -$358K | 1.84% | 20 |
|
|
2022
Q3 | $1.65M | Buy |
11,925
+409
| +4% | +$56.5K | 1.97% | 24 |
|
|
2022
Q2 | $1.57M | Buy |
11,516
+123
| +1% | +$16.8K | 1.76% | 25 |
|
|
2022
Q1 | $1.99M | Sell |
11,393
-74
| -0.6% | -$12.9K | 1.96% | 27 |
|
|
2021
Q4 | $2.04M | Buy |
11,467
+168
| +1% | +$29.8K | 1.94% | 23 |
|
|
2021
Q3 | $1.6M | Sell |
11,299
-8,053
| -42% | -$1.14M | 1.76% | 24 |
|
|
2021
Q2 | $2.65M | Buy |
+19,352
| New | +$2.65M | 3.31% | 5 |
|