Eagle Bluffs 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 | $1.42M | Sell |
6,914
-57
| -0.8% | -$11.7K | 0.67% | 37 |
|
2025
Q1 | $1.55M | Sell |
6,971
-90
| -1% | -$20K | 0.82% | 36 |
|
2024
Q4 | $1.77M | Buy |
7,061
+286
| +4% | +$71.6K | 0.95% | 31 |
|
2024
Q3 | $1.58M | Hold |
6,775
| – | – | 0.85% | 33 |
|
2024
Q2 | $1.43M | Hold |
6,775
| – | – | 0.83% | 33 |
|
2024
Q1 | $1.16M | Hold |
6,775
| – | – | 0.72% | 38 |
|
2023
Q4 | $1.3M | Hold |
6,775
| – | – | 0.89% | 36 |
|
2023
Q3 | $1.16M | Sell |
6,775
-271
| -4% | -$46.4K | 0.89% | 35 |
|
2023
Q2 | $1.37M | Hold |
7,046
| – | – | 1.05% | 34 |
|
2023
Q1 | $1.16M | Buy |
7,046
+3,476
| +97% | +$573K | 0.95% | 34 |
|
2022
Q4 | $464K | Hold |
3,570
| – | – | 0.49% | 51 |
|
2022
Q3 | $493K | Sell |
3,570
-3,724
| -51% | -$514K | 0.57% | 45 |
|
2022
Q2 | $997K | Buy |
7,294
+30
| +0.4% | +$4.1K | 1.07% | 29 |
|
2022
Q1 | $1.27M | Sell |
7,264
-280
| -4% | -$48.9K | 1.22% | 22 |
|
2021
Q4 | $1.34M | Buy |
+7,544
| New | +$1.34M | 1.4% | 26 |
|