Family Wealth Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Buy |
1,572
+1
| +0.1% | +$205 | 0.13% | 53 |
|
|
2025
Q1 | $349K | Buy |
1,571
+314
| +25% | +$69.8K | 0.16% | 39 |
|
|
2024
Q4 | $315K | Sell |
1,257
-2,000
| -61% | -$501K | 0.15% | 38 |
|
|
2024
Q3 | $759K | Buy |
3,257
+160
| +5% | +$37.3K | 0.39% | 34 |
|
|
2024
Q2 | $652K | Hold |
3,097
| – | – | 0.34% | 34 |
|
|
2024
Q1 | $531K | Buy |
+3,097
| New | +$531K | 0.3% | 35 |
|