Echo Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.9M | Sell |
23,897
-5,490
| -19% | -$1.13M | 3% | 12 |
|
|
2025
Q1 | $6.53M | Sell |
29,387
-2,565
| -8% | -$570K | 4.41% | 9 |
|
|
2024
Q4 | $8M | Sell |
31,952
-201
| -0.6% | -$50.3K | 5.53% | 9 |
|
|
2024
Q3 | $7.38M | Buy |
32,153
+2,968
| +10% | +$681K | 5.16% | 9 |
|
|
2024
Q2 | $6.15M | Buy |
29,185
+11,550
| +65% | +$2.43M | 4.63% | 9 |
|
|
2024
Q1 | $3.02M | Buy |
17,635
+5,865
| +50% | +$1.01M | 2.51% | 13 |
|
|
2023
Q4 | $2.18M | Sell |
11,770
-835
| -7% | -$155K | 2.04% | 14 |
|
|
2023
Q3 | $2.16M | Sell |
12,605
-900
| -7% | -$154K | 2.32% | 13 |
|
|
2023
Q2 | $2.62M | Sell |
13,505
-2,541
| -16% | -$493K | 2.83% | 13 |
|
|
2023
Q1 | $2.65M | Sell |
16,046
-2,002
| -11% | -$330K | 2.92% | 13 |
|
|
2022
Q4 | $2.43M | Sell |
18,048
-481
| -3% | -$64.8K | 2.59% | 16 |
|
|
2022
Q3 | $2.77M | Sell |
18,529
-221
| -1% | -$33K | 3.64% | 10 |
|
|
2022
Q2 | $2.74M | Sell |
18,750
-799
| -4% | -$117K | 3.67% | 8 |
|
|
2022
Q1 | $3.23M | Sell |
19,549
-2,279
| -10% | -$376K | 3.79% | 9 |
|
|
2021
Q4 | $3.76M | Buy |
21,828
+296
| +1% | +$51K | 4.29% | 8 |
|
|
2021
Q3 | $3.08M | Sell |
21,532
-723
| -3% | -$103K | 3.65% | 10 |
|
|
2021
Q2 | $3.19M | Sell |
22,255
-1,652
| -7% | -$237K | 4.07% | 9 |
|
|
2021
Q1 | $2.92M | Sell |
23,907
-3,120
| -12% | -$381K | 3.68% | 10 |
|
|
2020
Q4 | $3.59M | Buy |
+27,027
| New | +$3.59M | 4.69% | 5 |
|