Enzi 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 | $3.16M | Buy |
14,956
+25
| +0.2% | +$5.28K | 1.16% | 18 |
|
|
2025
Q1 | $3.11M | Sell |
14,931
-519
| -3% | -$108K | 1.26% | 17 |
|
|
2024
Q4 | $3.46M | Buy |
15,450
+70
| +0.5% | +$15.7K | 1.32% | 17 |
|
|
2024
Q3 | $3.56M | Buy |
15,380
+7,873
| +105% | +$1.82M | 1.39% | 17 |
|
|
2024
Q2 | $1.7M | Sell |
7,507
-69
| -0.9% | -$15.6K | 0.75% | 20 |
|
|
2024
Q1 | $1.31M | Sell |
7,576
-138
| -2% | -$23.8K | 0.61% | 20 |
|
|
2023
Q4 | $1.43M | Sell |
7,714
-1,360
| -15% | -$252K | 0.69% | 19 |
|
|
2023
Q3 | $1.62M | Buy |
9,074
+20
| +0.2% | +$3.58K | 0.86% | 16 |
|
|
2023
Q2 | $1.73M | Buy |
9,054
+382
| +4% | +$72.8K | 0.88% | 15 |
|
|
2023
Q1 | $1.43M | Sell |
8,672
-954
| -10% | -$158K | 0.74% | 16 |
|
|
2022
Q4 | $1.37M | Buy |
9,626
+2
| +0% | +$285 | 0.66% | 29 |
|
|
2022
Q3 | $1.44M | Buy |
+9,624
| New | +$1.44M | 0.71% | 25 |
|