Element 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 | $2.12M | Buy |
10,311
+104
| +1% | +$21.3K | 0.97% | 25 |
|
|
2025
Q1 | $2.27M | Sell |
10,207
-1,031
| -9% | -$229K | 1.22% | 20 |
|
|
2024
Q4 | $2.81M | Buy |
11,238
+343
| +3% | +$85.9K | 1.47% | 19 |
|
|
2024
Q3 | $2.54M | Buy |
10,895
+109
| +1% | +$25.4K | 1.34% | 18 |
|
|
2024
Q2 | $2.27M | Buy |
10,786
+50
| +0.5% | +$10.5K | 1.28% | 19 |
|
|
2024
Q1 | $1.84M | Sell |
10,736
-695
| -6% | -$119K | 1.08% | 19 |
|
|
2023
Q4 | $2.2M | Sell |
11,431
-91
| -0.8% | -$17.5K | 1.38% | 18 |
|
|
2023
Q3 | $1.97M | Sell |
11,522
-426
| -4% | -$72.9K | 1.42% | 17 |
|
|
2023
Q2 | $2.32M | Buy |
11,948
+311
| +3% | +$60.3K | 1.61% | 16 |
|
|
2023
Q1 | $1.92M | Buy |
11,637
+269
| +2% | +$44.4K | 1.43% | 16 |
|
|
2022
Q4 | $1.48M | Sell |
11,368
-401
| -3% | -$52.1K | 1.21% | 16 |
|
|
2022
Q3 | $1.63M | Buy |
11,769
+6
| +0.1% | +$829 | 1.5% | 14 |
|
|
2022
Q2 | $1.61M | Buy |
11,763
+196
| +2% | +$26.8K | 1.6% | 13 |
|
|
2022
Q1 | $2.02M | Sell |
11,567
-56
| -0.5% | -$9.78K | 1.63% | 14 |
|
|
2021
Q4 | $2.06M | Buy |
11,623
+90
| +0.8% | +$16K | 1.56% | 15 |
|
|
2021
Q3 | $1.63M | Buy |
11,533
+149
| +1% | +$21.1K | 1.3% | 18 |
|
|
2021
Q2 | $1.56M | Buy |
11,384
+228
| +2% | +$31.2K | 1.22% | 19 |
|
|
2021
Q1 | $1.36M | Sell |
11,156
-15
| -0.1% | -$1.83K | 1.13% | 18 |
|
|
2020
Q4 | $1.48M | Sell |
11,171
-157
| -1% | -$20.8K | 1.37% | 20 |
|
|
2020
Q3 | $1.31M | Buy |
11,328
+828
| +8% | +$95.9K | 1.4% | 19 |
|
|
2020
Q2 | $958K | Sell |
10,500
-1,092
| -9% | -$99.6K | 1.1% | 21 |
|
|
2020
Q1 | $737K | Buy |
11,592
+1,168
| +11% | +$74.3K | 1.02% | 21 |
|
|
2019
Q4 | $765K | Buy |
+10,424
| New | +$765K | 0.78% | 25 |
|