Dynasty Wealth 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 | $3.32M | Sell |
16,192
-26,821
| -62% | -$5.5M | 0.06% | 63 |
|
|
2025
Q1 | $9.55M | Buy |
43,013
+13,185
| +44% | +$2.93M | 0.16% | 47 |
|
|
2024
Q4 | $7.47M | Sell |
29,828
-14,426
| -33% | -$3.61M | 0.13% | 51 |
|
|
2024
Q3 | $10.3M | Buy |
44,254
+10,704
| +32% | +$2.49M | 0.31% | 30 |
|
|
2024
Q2 | $7.07M | Sell |
33,550
-2,129
| -6% | -$448K | 0.21% | 41 |
|
|
2024
Q1 | $6.12M | Buy |
+35,679
| New | +$6.12M | 0.2% | 39 |
|
|
2018
Q4 | – | Sell |
-40,276
| Closed | -$2.27M | – | 4 |
|
|
2018
Q3 | $2.27M | Buy |
40,276
+31,240
| +346% | +$1.76M | 2.93% | 8 |
|
|
2018
Q2 | $418K | Buy |
9,036
+232
| +3% | +$10.7K | 0.87% | 28 |
|
|
2018
Q1 | $369K | Sell |
8,804
-2,012
| -19% | -$84.3K | 0.15% | 30 |
|
|
2017
Q4 | $458K | Buy |
+10,816
| New | +$458K | 0.79% | 34 |
|