FirstPurpose Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.29M | Buy |
7,671
+1,000
| +15% | +$168K | 0.47% | 35 |
|
|
2023
Q4 | $1.28M | Buy |
6,671
+1,863
| +39% | +$359K | 0.49% | 34 |
|
|
2023
Q3 | $823K | Sell |
4,808
-1,031
| -18% | -$177K | 0.36% | 52 |
|
|
2023
Q2 | $1.13M | Buy |
5,839
+79
| +1% | +$15.3K | 0.48% | 34 |
|
|
2023
Q1 | $950K | Buy |
5,760
+216
| +4% | +$35.6K | 0.47% | 40 |
|
|
2022
Q4 | $720K | Buy |
5,544
+331
| +6% | +$43K | 0.4% | 46 |
|
|
2022
Q3 | $720K | Buy |
5,213
+672
| +15% | +$92.8K | 0.47% | 38 |
|
|
2022
Q2 | $621K | Buy |
4,541
+207
| +5% | +$28.3K | 0.42% | 46 |
|
|
2022
Q1 | $757K | Buy |
4,334
+8
| +0.2% | +$1.4K | 0.59% | 36 |
|
|
2021
Q4 | $768K | Buy |
+4,326
| New | +$768K | 0.48% | 39 |
|