Fingerlakes Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.65M | Sell |
32,429
-822
| -2% | -$169K | 4.97% | 3 |
|
|
2025
Q1 | $7.39M | Sell |
33,251
-1,632
| -5% | -$363K | 6.28% | 2 |
|
|
2024
Q4 | $8.74M | Sell |
34,883
-430
| -1% | -$108K | 7.05% | 2 |
|
|
2024
Q3 | $8.23M | Sell |
35,313
-470
| -1% | -$110K | 6.84% | 1 |
|
|
2024
Q2 | $7.54M | Buy |
35,783
+62
| +0.2% | +$13.1K | 6.76% | 1 |
|
|
2024
Q1 | $6.13M | Sell |
35,721
-392
| -1% | -$67.2K | 5.91% | 2 |
|
|
2023
Q4 | $6.95M | Buy |
36,113
+113
| +0.3% | +$21.8K | 7.47% | 1 |
|
|
2023
Q3 | $6.16M | Sell |
36,000
-177
| -0.5% | -$30.3K | 7.53% | 1 |
|
|
2023
Q2 | $7.02M | Buy |
36,177
+68
| +0.2% | +$13.2K | 8.03% | 1 |
|
|
2023
Q1 | $5.95M | Buy |
36,109
+209
| +0.6% | +$34.5K | 7.42% | 1 |
|
|
2022
Q4 | $4.66M | Sell |
35,900
-1,239
| -3% | -$161K | 6.41% | 1 |
|
|
2022
Q3 | $5.13M | Sell |
37,139
-1,877
| -5% | -$259K | 7.49% | 1 |
|
|
2022
Q2 | $5.33M | Sell |
39,016
-690
| -2% | -$94.3K | 7.3% | 1 |
|
|
2022
Q1 | $6.93M | Sell |
39,706
-287
| -0.7% | -$50.1K | 8.11% | 1 |
|
|
2021
Q4 | $7.11M | Buy |
+39,993
| New | +$7.11M | 8% | 2 |
|