Dodds Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Sell |
13,416
-321
| -2% | -$65.9K | 0.74% | 15 |
|
|
2025
Q1 | $3.05M | Sell |
13,737
-93
| -0.7% | -$20.7K | 0.99% | 16 |
|
|
2024
Q4 | $3.1M | Sell |
13,830
-73
| -0.5% | -$16.3K | 1% | 16 |
|
|
2024
Q3 | $3.18M | Sell |
13,903
-113
| -0.8% | -$25.9K | 1.06% | 16 |
|
|
2024
Q2 | $3.21M | Buy |
14,016
+1,309
| +10% | +$299K | 1.25% | 15 |
|
|
2024
Q1 | $2.18M | Buy |
12,707
+784
| +7% | +$134K | 0.89% | 17 |
|
|
2023
Q4 | $2.3M | Buy |
+11,923
| New | +$2.3M | 1.18% | 17 |
|