Elk River 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 | $21.5M | Sell |
104,950
-454
| -0.4% | -$93.1K | 3.7% | 8 |
|
|
2025
Q1 | $23.4M | Sell |
105,404
-1,125
| -1% | -$250K | 4.38% | 5 |
|
|
2024
Q4 | $26.7M | Sell |
106,529
-435
| -0.4% | -$109K | 4.83% | 5 |
|
|
2024
Q3 | $24.9M | Buy |
106,964
+937
| +0.9% | +$218K | 4.53% | 5 |
|
|
2024
Q2 | $22.3M | Sell |
106,027
-9,252
| -8% | -$1.95M | 4.37% | 6 |
|
|
2024
Q1 | $19.8M | Sell |
115,279
-14,746
| -11% | -$2.53M | 4.02% | 6 |
|
|
2023
Q4 | $25M | Sell |
130,025
-22
| -0% | -$4.24K | 4.81% | 5 |
|
|
2023
Q3 | $22.3M | Buy |
130,047
+148
| +0.1% | +$25.3K | 4.93% | 5 |
|
|
2023
Q2 | $25.2M | Sell |
129,899
-1,831
| -1% | -$355K | 5.39% | 5 |
|
|
2023
Q1 | $21.7M | Buy |
131,730
+1,444
| +1% | +$238K | 4.93% | 5 |
|
|
2022
Q4 | $16.9M | Sell |
130,286
-2,813
| -2% | -$365K | 4.1% | 5 |
|
|
2022
Q3 | $18.4M | Sell |
133,099
-35,496
| -21% | -$4.91M | 4.86% | 4 |
|
|
2022
Q2 | $23.1M | Buy |
168,595
+1,473
| +0.9% | +$201K | 5.83% | 4 |
|
|
2022
Q1 | $29.2M | Buy |
167,122
+54,989
| +49% | +$9.6M | 6.37% | 3 |
|
|
2021
Q4 | $19.9M | Sell |
112,133
-539
| -0.5% | -$95.7K | 4.51% | 4 |
|
|
2021
Q3 | $15.9M | Buy |
112,672
+2,393
| +2% | +$339K | 4.03% | 5 |
|
|
2021
Q2 | $15.1M | Buy |
110,279
+865
| +0.8% | +$118K | 3.91% | 5 |
|
|
2021
Q1 | $13.4M | Buy |
109,414
+2,483
| +2% | +$303K | 3.81% | 5 |
|
|
2020
Q4 | $14.2M | Buy |
+106,931
| New | +$14.2M | 4.69% | 3 |
|