Evoke 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 | $74.5M | Buy |
363,107
+548
| +0.2% | +$112K | 1.7% | 16 |
|
|
2025
Q1 | $80.5M | Buy |
362,559
+105,209
| +41% | +$23.4M | 2.1% | 11 |
|
|
2024
Q4 | $64.4M | Buy |
257,350
+5,673
| +2% | +$1.42M | 1.79% | 16 |
|
|
2024
Q3 | $58.6M | Buy |
251,677
+248,877
| +8,888% | +$58M | 1.59% | 18 |
|
|
2024
Q2 | $590K | Sell |
2,800
-239,721
| -99% | -$50.5M | 0.7% | 28 |
|
|
2024
Q1 | $41.6M | Buy |
+242,521
| New | +$41.6M | 1.23% | 24 |
|
|
2023
Q4 | – | Sell |
-208,237
| Closed | -$35.7M | – | 93 |
|
|
2023
Q3 | $35.7M | Sell |
208,237
-1,730
| -0.8% | -$296K | 1.25% | 19 |
|
|
2023
Q2 | $40.7M | Sell |
209,967
-343,582
| -62% | -$66.6M | 1.41% | 17 |
|
|
2023
Q1 | $32.4M | Buy |
553,549
+75,188
| +16% | +$4.4M | 1.18% | 20 |
|
|
2022
Q4 | $25.9M | Buy |
478,361
+279,274
| +140% | +$15.1M | 0.94% | 25 |
|
|
2022
Q3 | $27.2M | Buy |
199,087
+1,193
| +0.6% | +$163K | 1.1% | 16 |
|
|
2022
Q2 | $27.1M | Sell |
197,894
-6,651
| -3% | -$909K | 1% | 17 |
|
|
2022
Q1 | $35.7M | Buy |
204,545
+732
| +0.4% | +$128K | 1.17% | 16 |
|
|
2021
Q4 | $35.8M | Sell |
203,813
-13,285
| -6% | -$2.33M | 1.13% | 15 |
|
|
2021
Q3 | $30.4M | Buy |
217,098
+13,542
| +7% | +$1.89M | 1.14% | 15 |
|
|
2021
Q2 | $27.5M | Buy |
203,556
+1,987
| +1% | +$269K | 1.04% | 16 |
|
|
2021
Q1 | $24.6M | Buy |
201,569
+26,024
| +15% | +$3.18M | 1.11% | 15 |
|
|
2020
Q4 | $23.3M | Buy |
175,545
+393
| +0.2% | +$52.1K | 1.57% | 12 |
|
|
2020
Q3 | $20.3M | Buy |
175,152
+8,524
| +5% | +$987K | 1.64% | 12 |
|
|
2020
Q2 | $15.3M | Buy |
166,628
+5,960
| +4% | +$549K | 1.49% | 14 |
|
|
2020
Q1 | $10.2M | Sell |
160,668
-22,656
| -12% | -$1.44M | 1.45% | 15 |
|
|
2019
Q4 | $13.5M | Sell |
183,324
-16,256
| -8% | -$1.19M | 1.71% | 11 |
|
|
2019
Q3 | $11.2M | Buy |
+199,580
| New | +$11.2M | 1.38% | 16 |
|