Evexia 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 | $10.2M | Buy |
48,185
+1,533
| +3% | +$324K | 3.2% | 10 |
|
|
2025
Q1 | $9.28M | Sell |
46,652
-115
| -0.2% | -$22.9K | 3.37% | 13 |
|
|
2024
Q4 | $10.6M | Sell |
46,767
-925
| -2% | -$211K | 3.61% | 12 |
|
|
2024
Q3 | $10.6M | Sell |
47,692
-8,019
| -14% | -$1.78M | 3.75% | 11 |
|
|
2024
Q2 | $12.5M | Sell |
55,711
-1,715
| -3% | -$384K | 4.68% | 3 |
|
|
2024
Q1 | $10.1M | Buy |
57,426
+848
| +1% | +$150K | 4.17% | 7 |
|
|
2023
Q4 | $10.5M | Buy |
56,578
+954
| +2% | +$177K | 4.44% | 7 |
|
|
2023
Q3 | $9.52M | Sell |
55,624
-296
| -0.5% | -$50.6K | 4.82% | 3 |
|
|
2023
Q2 | $10.8M | Sell |
55,920
-93
| -0.2% | -$18K | 5.2% | 2 |
|
|
2023
Q1 | $9.72M | Buy |
+56,013
| New | +$9.72M | 5.24% | 2 |
|