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