Disciplina Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.3K | Buy |
236
+1
| +0.4% | +$205 | 0.01% | 51 |
|
|
2025
Q1 | $52.3K | Sell |
235
-351
| -60% | -$78.1K | 0.01% | 45 |
|
|
2024
Q4 | $147K | Buy |
586
+1
| +0.2% | +$250 | 0.02% | 24 |
|
|
2024
Q3 | $136K | Sell |
585
-98
| -14% | -$22.8K | 0.02% | 26 |
|
|
2024
Q2 | $144K | Buy |
683
+1
| +0.1% | +$211 | 0.02% | 30 |
|
|
2024
Q1 | $117K | Hold |
682
| – | – | 0.02% | 38 |
|
|
2023
Q4 | $131K | Buy |
682
+1
| +0.1% | +$192 | 0.02% | 29 |
|
|
2023
Q3 | $117K | Buy |
681
+1
| +0.1% | +$171 | 0.02% | 29 |
|
|
2023
Q2 | $132K | Buy |
680
+424
| +166% | +$82.2K | 0.02% | 23 |
|
|
2023
Q1 | $42.3K | Sell |
256
-22
| -8% | -$3.63K | 0.01% | 32 |
|
|
2022
Q4 | $36.1K | Hold |
278
| – | – | 0.01% | 37 |
|
|
2022
Q3 | $38.4K | Buy |
278
+1
| +0.4% | +$138 | 0.01% | 28 |
|
|
2022
Q2 | $37.9K | Hold |
277
| – | – | 0.01% | 30 |
|
|
2022
Q1 | $48.3K | Buy |
277
+13
| +5% | +$2.27K | 0.01% | 28 |
|
|
2021
Q4 | $47K | Sell |
264
-3
| -1% | -$534 | 0.01% | 30 |
|
|
2021
Q3 | $37.8K | Buy |
267
+11
| +4% | +$1.56K | 0.01% | 45 |
|
|
2021
Q2 | $35K | Buy |
256
+42
| +20% | +$5.75K | 0.01% | 47 |
|
|
2021
Q1 | $26.2K | Buy |
214
+78
| +57% | +$9.54K | 0.01% | 47 |
|
|
2020
Q4 | $18K | Buy |
+136
| New | +$18K | 0.01% | 28 |
|