Financial & Tax Architects’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Buy |
14,151
+865
| +7% | +$177K | 0.71% | 40 |
|
|
2025
Q1 | $2.95M | Buy |
13,286
+1,011
| +8% | +$225K | 0.74% | 41 |
|
|
2024
Q4 | $3.07M | Buy |
12,275
+949
| +8% | +$238K | 0.78% | 38 |
|
|
2024
Q3 | $2.64M | Buy |
11,326
+1,934
| +21% | +$451K | 0.68% | 39 |
|
|
2024
Q2 | $1.98M | Buy |
9,392
+1,370
| +17% | +$289K | 0.53% | 45 |
|
|
2024
Q1 | $1.38M | Buy |
8,022
+1,635
| +26% | +$280K | 0.38% | 46 |
|
|
2023
Q4 | $1.23M | Sell |
6,387
-588
| -8% | -$113K | 0.36% | 47 |
|
|
2023
Q3 | $1.19M | Buy |
6,975
+1,574
| +29% | +$269K | 0.37% | 46 |
|
|
2023
Q2 | $1.05M | Sell |
5,401
-745
| -12% | -$145K | 0.32% | 45 |
|
|
2023
Q1 | $1.01M | Buy |
6,146
+1,461
| +31% | +$241K | 0.33% | 47 |
|
|
2022
Q4 | $646K | Sell |
4,685
-309
| -6% | -$42.6K | 0.22% | 53 |
|
|
2022
Q3 | $690K | Sell |
4,994
-870
| -15% | -$120K | 0.26% | 45 |
|
|
2022
Q2 | $802K | Sell |
5,864
-1,752
| -23% | -$240K | 0.3% | 50 |
|
|
2022
Q1 | $1.33M | Sell |
7,616
-668
| -8% | -$117K | 0.5% | 51 |
|
|
2021
Q4 | $1.47M | Buy |
8,284
+273
| +3% | +$48.5K | 0.6% | 47 |
|
|
2021
Q3 | $1.13M | Buy |
8,011
+1,313
| +20% | +$186K | 0.52% | 49 |
|
|
2021
Q2 | $917K | Buy |
6,698
+349
| +5% | +$47.8K | 0.45% | 52 |
|
|
2021
Q1 | $776K | Buy |
+6,349
| New | +$776K | 0.44% | 47 |
|