FullCircle 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 | $4.03M | Sell |
19,806
-3,722
| -16% | -$757K | 1.5% | 6 |
|
|
2025
Q1 | $4.94M | Sell |
23,528
-2,422
| -9% | -$509K | 2.04% | 6 |
|
|
2024
Q4 | $6.27M | Sell |
25,950
-647
| -2% | -$156K | 2.56% | 4 |
|
|
2024
Q3 | $6.21M | Buy |
26,597
+312
| +1% | +$72.8K | 2.79% | 3 |
|
|
2024
Q2 | $5.74M | Buy |
+26,285
| New | +$5.74M | 2.82% | 4 |
|