Elevate Wealth Advisory’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Sell |
9,750
-654
| -6% | -$134K | 1.42% | 17 |
|
|
2025
Q1 | $2.31M | Buy |
10,404
+1,684
| +19% | +$374K | 1.64% | 16 |
|
|
2024
Q4 | $2.18M | Buy |
8,720
+376
| +5% | +$94.2K | 1.64% | 15 |
|
|
2024
Q3 | $1.94M | Buy |
8,344
+2
| +0% | +$466 | 1.44% | 18 |
|
|
2024
Q2 | $1.76M | Buy |
8,342
+20
| +0.2% | +$4.21K | 1.43% | 19 |
|
|
2024
Q1 | $1.43M | Sell |
8,322
-482
| -5% | -$82.7K | 1.24% | 21 |
|
|
2023
Q4 | $1.7M | Buy |
+8,804
| New | +$1.7M | 1.55% | 19 |
|